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Disclosery

Barnett & Company, Inc.: IVV position timeline

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

Barnett & Company, Inc. held 829 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 829 shares
    Change vs previous 13F -160 shares

    0.46% of the 13F portfolio, value $620,830.

    13F-HR 0001426588-26-000002 filed by Barnett & Company, 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 989 shares
    Change vs previous 13F +8 shares

    0.5% of the 13F portfolio, value $646,025.

    13F-HR 0001426588-26-000001 filed by Barnett & Company, 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 981 shares
    Change vs previous 13F +543 shares

    0.54% of the 13F portfolio, value $671,926.

    13F-HR 0001172661-26-000640 filed by Barnett & Company, 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 438 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $293,153.

    13F-HR 0001172661-25-004654 filed by Barnett & Company, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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