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B&D White Capital Company, LLC: IVV position timeline

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

B&D White Capital Company, LLC held 6,406 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,406 shares
    Change vs previous 13F +23 shares

    0.48% of the 13F portfolio, value $4,797,389.

    13F-HR 0001172661-26-002977 filed by B&D White Capital Company, 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 6,383 shares
    Change vs previous 13F -26,572 shares

    0.52% of the 13F portfolio, value $4,169,439.

    13F-HR 0001172661-26-001804 filed by B&D White Capital Company, 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 32,955 shares
    Change vs previous 13F +324 shares

    2.62% of the 13F portfolio, value $22,572,198.

    13F-HR 0001172661-26-000786 filed by B&D White Capital Company, 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 32,631 shares
    Change vs previous 13F not available

    2.8% of the 13F portfolio, value $21,839,928.

    13F-HR 0001172661-25-004402 filed by B&D White Capital Company, LLC
    Filed (acceptance time not in the bulk data set), ingested

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