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Disclosery

Aspen Grove Capital, LLC: IVV position timeline

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

Aspen Grove Capital, LLC held 40,563 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 40,563 shares
    Change vs previous 13F +106 shares

    4.37% of the 13F portfolio, value $30,378,666.

    13F-HR 0001806027-26-000008 filed by Aspen Grove Capital, 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 40,457 shares
    Change vs previous 13F +104 shares

    5.14% of the 13F portfolio, value $26,428,272.

    13F-HR 0001806027-26-000006 filed by Aspen Grove Capital, 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 40,353 shares
    Change vs previous 13F -2,676 shares

    4.79% of the 13F portfolio, value $27,640,886.

    13F-HR 0001806027-26-000002 filed by Aspen Grove Capital, 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 43,029 shares
    Change vs previous 13F +126 shares

    4.85% of the 13F portfolio, value $28,800,052.

    13F-HR 0001806027-25-000003 filed by Aspen Grove Capital, 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 42,903 shares
    Change vs previous 13F 0 shares

    4.53% of the 13F portfolio, value $26,638,473.

    13F-HR 0001085146-25-005248 filed by Aspen Grove Capital, 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 42,903 shares
    Change vs previous 13F 0 shares

    4.64% of the 13F portfolio, value $24,107,196.

    13F-HR 0001085146-25-003149 filed by Aspen Grove Capital, 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 42,903 shares
    Change vs previous 13F -1,659 shares

    5.36% of the 13F portfolio, value $25,256,138.

    13F-HR 0001085146-25-001466 filed by Aspen Grove Capital, 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 44,562 shares
    Change vs previous 13F not available

    5.68% of the 13F portfolio, value $25,704,253.

    13F-HR 0001085146-24-005621 filed by Aspen Grove Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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