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Disclosery

Bawa N Mallick Trust: IVV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Bawa N Mallick Trust on IVV, newest first. How the timeline and the estimate are built.

Bawa N Mallick Trust held 14,560 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 14,560 shares
    Change vs previous 13F +3,060 shares

    3.53% of the 13F portfolio, value $10,903,531.

    13F-HR 0002040013-26-000015 filed by Bawa N Mallick Trust
    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 11,500 shares
    Change vs previous 13F -3,043 shares

    3.08% of the 13F portfolio, value $7,511,915.

    13F-HR 0002040013-26-000012 filed by Bawa N Mallick Trust
    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 14,543 shares
    Change vs previous 13F +11 shares

    3.7% of the 13F portfolio, value $9,961,213.

    13F-HR 0002040013-26-000010 filed by Bawa N Mallick Trust
    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 14,532 shares
    Change vs previous 13F +9 shares

    3.68% of the 13F portfolio, value $9,726,584.

    13F-HR 0002040013-26-000009 filed by Bawa N Mallick Trust
    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 14,523 shares
    Change vs previous 13F 0 shares

    3.72% of the 13F portfolio, value $9,017,587.

    13F-HR 0002040013-26-000008 filed by Bawa N Mallick Trust
    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 14,523 shares
    Change vs previous 13F 0 shares

    3.86% of the 13F portfolio, value $8,160,706.

    13F-HR 0002040013-26-000006 filed by Bawa N Mallick Trust
    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 14,523 shares
    Change vs previous 13F not available

    3.75% of the 13F portfolio, value $8,549,643.

    13F-HR 0002040013-26-000005 filed by Bawa N Mallick Trust
    Filed (acceptance time not in the bulk data set), ingested

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