Skip to content
Disclosery

Aureus Asset Management, LLC: IVV position timeline

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

Aureus Asset Management, LLC held 24,015 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 24,015 shares
    Change vs previous 13F -1,656 shares

    1.09% of the 13F portfolio, value $17,985,124.

    13F-HR 0001398344-26-014481 filed by Aureus Asset Management, 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 25,671 shares
    Change vs previous 13F +906 shares

    1.12% of the 13F portfolio, value $16,768,560.

    13F-HR 0001381296-26-000002 filed by Aureus Asset Management, 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 24,765 shares
    Change vs previous 13F +819 shares

    1.08% of the 13F portfolio, value $16,962,399.

    13F-HR 0001381296-26-000001 filed by Aureus Asset Management, 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 23,946 shares
    Change vs previous 13F +47 shares

    1.04% of the 13F portfolio, value $16,027,356.

    13F-HR 0001381296-25-000005 filed by Aureus Asset Management, 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 23,899 shares
    Change vs previous 13F -33 shares

    0.95% of the 13F portfolio, value $14,839,165.

    13F-HR 0001381296-25-000003 filed by Aureus Asset Management, 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 23,932 shares
    Change vs previous 13F +53 shares

    0.94% of the 13F portfolio, value $13,447,342.

    13F-HR 0001381296-25-000002 filed by Aureus Asset Management, 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 23,879 shares
    Change vs previous 13F -15 shares

    0.91% of the 13F portfolio, value $14,057,273.

    13F-HR 0001381296-25-000001 filed by Aureus Asset Management, 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 23,894 shares
    Change vs previous 13F not available

    0.9% of the 13F portfolio, value $13,782,371.

    13F-HR 0001381296-24-000004 filed by Aureus Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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