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Disclosery

AtlasMark Financial, Inc: IVV position timeline

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

AtlasMark Financial, Inc held 42,783 IVV shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 42,783 shares
    Change vs previous 13F +1,355 shares

    16.02% of the 13F portfolio, value $32,765,212.

    13F-HR 0001214659-26-012802 filed by AtlasMark Financial, Inc
    Accepted , ingested

  2. period ended2026-06-30
    13F 41,428 shares
    Change vs previous 13F +8,394 shares

    15.27% of the 13F portfolio, value $31,024,802.

    13F-HR 0001214659-26-010450 filed by AtlasMark Financial, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 33,034 shares
    Change vs previous 13F 0 shares

    14.61% of the 13F portfolio, value $22,626,076.

    13F-HR 0001214659-26-004946 filed by AtlasMark Financial, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 33,034 shares
    Change vs previous 13F +1,370 shares

    14.61% of the 13F portfolio, value $22,626,076.

    13F-HR 0001214659-26-004945 filed by AtlasMark Financial, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 31,664 shares
    Change vs previous 13F +1,405 shares

    14.17% of the 13F portfolio, value $21,192,823.

    13F-HR 0001214659-26-004944 filed by AtlasMark Financial, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 30,259 shares
    Change vs previous 13F +4,211 shares

    14.29% of the 13F portfolio, value $18,787,603.

    13F-HR 0001214659-26-004943 filed by AtlasMark Financial, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 26,048 shares
    Change vs previous 13F +428 shares

    13.58% of the 13F portfolio, value $14,636,460.

    13F-HR 0001214659-26-004942 filed by AtlasMark Financial, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 25,620 shares
    Change vs previous 13F not available

    13.86% of the 13F portfolio, value $15,082,075.

    13F-HR 0001214659-26-004941 filed by AtlasMark Financial, Inc
    Filed (acceptance time not in the bulk data set), ingested

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