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Disclosery

Annie E. Casey Foundation, Inc.: IVV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Annie E. Casey Foundation, Inc. on IVV, newest first. How the timeline and the estimate are built.

Annie E. Casey Foundation, Inc. held 0 IVV shares at 2025-06-30 per its 13F-HR filed 2025-08-14.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -32,760 shares

    13F-HR 0001104659-25-078456 filed by Annie E. Casey Foundation, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-03-31
    13F 32,760 shares
    Change vs previous 13F +11,312 shares

    24.86% of the 13F portfolio, value $18,407,844.

    13F-HR 0001104659-25-048256 filed by Annie E. Casey Foundation, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-12-31
    13F 21,448 shares
    Change vs previous 13F not available

    18.5% of the 13F portfolio, value $12,626,009.

    13F-HR 0001104659-25-011358 filed by Annie E. Casey Foundation, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).