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Disclosery

BARR E S & CO: IVV position timeline

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

BARR E S & CO held 759 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 759 shares
    Change vs previous 13F -19 shares

    0.03% of the 13F portfolio, value $568,408.

    13F-HR 0001040210-26-000005 filed by BARR E S & CO
    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 778 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $508,198.

    13F-HR 0001040210-26-000003 filed by BARR E S & CO
    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 778 shares
    Change vs previous 13F +88 shares

    0.03% of the 13F portfolio, value $532,884.

    13F-HR 0001040210-26-000001 filed by BARR E S & CO
    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 690 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $461,817.

    13F-HR 0001040210-25-000008 filed by BARR E S & CO
    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 690 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $428,421.

    13F-HR 0001040210-25-000004 filed by BARR E S & CO
    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 690 shares
    Change vs previous 13F -302 shares

    0.02% of the 13F portfolio, value $387,711.

    13F-HR 0001040210-25-000003 filed by BARR E S & CO
    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 992 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $583,971.

    13F-HR 0001040210-25-000002 filed by BARR E S & CO
    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 992 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $572,206.

    13F-HR 0001040210-24-000006 filed by BARR E S & CO
    Filed (acceptance time not in the bulk data set), ingested

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