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BBR PARTNERS, LLC: IVV position timeline

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

BBR PARTNERS, LLC held 224,946 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 224,946 shares
    Change vs previous 13F +38,941 shares

    7.9% of the 13F portfolio, value $168,459,901.

    13F-HR 0001352467-26-000004 filed by BBR PARTNERS, 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 186,005 shares
    Change vs previous 13F -237 shares

    6.78% of the 13F portfolio, value $121,500,405.

    13F-HR 0001352467-26-000003 filed by BBR PARTNERS, 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 186,242 shares
    Change vs previous 13F -3,168 shares

    6.84% of the 13F portfolio, value $127,564,678.

    13F-HR 0001352467-26-000001 filed by BBR PARTNERS, 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 189,410 shares
    Change vs previous 13F -38 shares

    7.31% of the 13F portfolio, value $126,772,194.

    13F-HR 0001352467-25-000009 filed by BBR PARTNERS, 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 189,448 shares
    Change vs previous 13F 0 shares

    7.32% of the 13F portfolio, value $117,628,338.

    13F-HR 0001352467-25-000008 filed by BBR PARTNERS, 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 189,448 shares
    Change vs previous 13F +636 shares

    7.52% of the 13F portfolio, value $106,450,899.

    13F-HR 0001352467-25-000004 filed by BBR PARTNERS, 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 188,812 shares
    Change vs previous 13F +4,060 shares

    7.76% of the 13F portfolio, value $111,149,919.

    13F-HR 0001352467-25-000001 filed by BBR PARTNERS, 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 184,752 shares
    Change vs previous 13F not available

    8.12% of the 13F portfolio, value $106,568,649.

    13F-HR 0001352467-24-000007 filed by BBR PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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