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Disclosery

BDFS Capital LLC: IVV position timeline

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

BDFS Capital LLC held 975 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 975 shares
    Change vs previous 13F -978 shares

    0.32% of the 13F portfolio, value $730,201.

    13F-HR 0002085853-26-000734 filed by BDFS Capital 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 1,953 shares
    Change vs previous 13F +254 shares

    0.61% of the 13F portfolio, value $1,275,786.

    13F-HR 0002085853-26-000388 filed by BDFS Capital 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 1,699 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $1,163,779.

    13F-HR 0002085853-26-000288 filed by BDFS Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

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