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Disclosery

Asset Management Group, Inc.: IVV position timeline

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

Asset Management Group, Inc. held 29,882 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 29,882 shares
    Change vs previous 13F -318 shares

    3.28% of the 13F portfolio, value $22,378,663.

    13F-HR 0001398344-26-014545 filed by Asset Management Group, Inc.
    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 30,200 shares
    Change vs previous 13F -563 shares

    3.19% of the 13F portfolio, value $19,726,633.

    13F-HR 0001398344-26-009217 filed by Asset Management Group, Inc.
    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 30,763 shares
    Change vs previous 13F -9 shares

    3.41% of the 13F portfolio, value $21,071,131.

    13F-HR 0001398344-26-003205 filed by Asset Management Group, Inc.
    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 30,772 shares
    Change vs previous 13F -64 shares

    3.37% of the 13F portfolio, value $20,595,657.

    13F-HR 0001398344-25-020902 filed by Asset Management Group, Inc.
    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 30,836 shares
    Change vs previous 13F +53 shares

    3.34% of the 13F portfolio, value $19,146,336.

    13F-HR 0001398344-25-015007 filed by Asset Management Group, Inc.
    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 30,783 shares
    Change vs previous 13F -246 shares

    3.2% of the 13F portfolio, value $17,296,919.

    13F-HR 0001398344-25-009344 filed by Asset Management Group, Inc.
    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 31,029 shares
    Change vs previous 13F +35 shares

    3.25% of the 13F portfolio, value $18,265,952.

    13F-HR 0001398344-25-002772 filed by Asset Management Group, Inc.
    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 30,994 shares
    Change vs previous 13F not available

    3.13% of the 13F portfolio, value $17,877,790.

    13F-HR 0001398344-24-020430 filed by Asset Management Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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