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Disclosery

Atwater Malick LLC: IVV position timeline

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

Atwater Malick LLC held 56,128 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 56,128 shares
    Change vs previous 13F +1,405 shares

    9.16% of the 13F portfolio, value $42,033,768.

    13F-HR 0001214659-26-008924 filed by Atwater Malick 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 54,723 shares
    Change vs previous 13F +3,817 shares

    9.66% of the 13F portfolio, value $35,745,397.

    13F-HR 0001214659-26-004948 filed by Atwater Malick 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 50,906 shares
    Change vs previous 13F +5,203 shares

    9.62% of the 13F portfolio, value $34,867,845.

    13F-HR 0001214659-26-000788 filed by Atwater Malick 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 45,703 shares
    Change vs previous 13F +9,902 shares

    8.88% of the 13F portfolio, value $30,589,202.

    13F-HR 0001214659-25-015226 filed by Atwater Malick 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 35,801 shares
    Change vs previous 13F +830 shares

    7.04% of the 13F portfolio, value $22,229,067.

    13F-HR 0001214659-25-010677 filed by Atwater Malick 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 34,971 shares
    Change vs previous 13F +1,428 shares

    6.65% of the 13F portfolio, value $19,649,962.

    13F-HR 0001214659-25-005744 filed by Atwater Malick 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 33,543 shares
    Change vs previous 13F +411 shares

    6.62% of the 13F portfolio, value $19,745,957.

    13F-HR 0001214659-25-000610 filed by Atwater Malick 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 33,132 shares
    Change vs previous 13F not available

    6.15% of the 13F portfolio, value $19,111,289.

    13F-HR 0001214659-24-017412 filed by Atwater Malick LLC
    Filed (acceptance time not in the bulk data set), ingested

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