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Arcataur Capital Management LLC: IVV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Arcataur Capital Management LLC on IVV, newest first. How the timeline and the estimate are built.

Arcataur Capital Management LLC held 146,111 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 146,111 shares
    Change vs previous 13F -1,521 shares

    27.12% of the 13F portfolio, value $109,421,348.

    13F-HR 0001987321-26-000003 filed by Arcataur Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 147,632 shares
    Change vs previous 13F +5,785 shares

    26.83% of the 13F portfolio, value $96,434,944.

    13F-HR 0001987321-26-000002 filed by Arcataur Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 141,847 shares
    Change vs previous 13F +2,668 shares

    27.82% of the 13F portfolio, value $97,156,941.

    13F-HR 0001987321-26-000001 filed by Arcataur Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 139,179 shares
    Change vs previous 13F -1,188 shares

    27.38% of the 13F portfolio, value $93,152,756.

    13F-HR 0001987321-25-000008 filed by Arcataur Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 140,367 shares
    Change vs previous 13F +808 shares

    27.23% of the 13F portfolio, value $87,154,103.

    13F-HR 0001987321-25-000006 filed by Arcataur Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 139,559 shares
    Change vs previous 13F +6,802 shares

    26.73% of the 13F portfolio, value $78,418,413.

    13F-HR 0001987321-25-000005 filed by Arcataur Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 132,757 shares
    Change vs previous 13F -2,231 shares

    26.34% of the 13F portfolio, value $78,151,612.

    13F-HR 0001987321-25-000001 filed by Arcataur Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 134,988 shares
    Change vs previous 13F not available

    26.34% of the 13F portfolio, value $77,863,994.

    13F-HR 0001987321-24-000007 filed by Arcataur Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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