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Disclosery

Aufman Associates Inc: IVV position timeline

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

Aufman Associates Inc held 7,666 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,666 shares
    Change vs previous 13F +40 shares

    2.29% of the 13F portfolio, value $5,741,322.

    13F-HR 0001801573-26-000003 filed by Aufman Associates 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 7,626 shares
    Change vs previous 13F -76 shares

    2.44% of the 13F portfolio, value $4,981,592.

    13F-HR 0001801573-26-000002 filed by Aufman Associates 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 7,702 shares
    Change vs previous 13F -65 shares

    2.7% of the 13F portfolio, value $5,275,647.

    13F-HR 0001801573-26-000001 filed by Aufman Associates 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 7,767 shares
    Change vs previous 13F +18 shares

    2.93% of the 13F portfolio, value $5,198,541.

    13F-HR 0001801573-25-000007 filed by Aufman Associates 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 7,749 shares
    Change vs previous 13F -40 shares

    2.97% of the 13F portfolio, value $4,811,316.

    13F-HR 0001801573-25-000004 filed by Aufman Associates 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 7,789 shares
    Change vs previous 13F -20 shares

    3.01% of the 13F portfolio, value $4,376,587.

    13F-HR 0001801573-25-000002 filed by Aufman Associates 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 7,809 shares
    Change vs previous 13F -46 shares

    3.1% of the 13F portfolio, value $4,596,998.

    13F-HR 0001801573-25-000001 filed by Aufman Associates 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 7,855 shares
    Change vs previous 13F not available

    2.91% of the 13F portfolio, value $4,530,667.

    13F-HR 0001801573-24-000005 filed by Aufman Associates Inc
    Filed (acceptance time not in the bulk data set), ingested

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