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Disclosery

Bear Mountain Capital, Inc.: IVV position timeline

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

Bear Mountain Capital, Inc. held 8,143 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,143 shares
    Change vs previous 13F +15 shares

    1.78% of the 13F portfolio, value $6,148,972.

    13F-HR 0002009419-26-000006 filed by Bear Mountain Capital, 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 8,128 shares
    Change vs previous 13F 0 shares

    1.74% of the 13F portfolio, value $5,787,868.

    13F-HR 0002009419-26-000002 filed by Bear Mountain Capital, 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 8,128 shares
    Change vs previous 13F 0 shares

    1.82% of the 13F portfolio, value $5,651,561.

    13F-HR 0002009419-26-000001 filed by Bear Mountain Capital, 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 8,128 shares
    Change vs previous 13F 0 shares

    1.84% of the 13F portfolio, value $5,481,767.

    13F-HR 0002009419-25-000008 filed by Bear Mountain Capital, Inc.
    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 8,128 shares
    Change vs previous 13F 0 shares

    1.84% of the 13F portfolio, value $5,126,086.

    13F-HR 0002009419-25-000006 filed by Bear Mountain Capital, Inc.
    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 8,128 shares
    Change vs previous 13F 0 shares

    1.75% of the 13F portfolio, value $4,526,890.

    13F-HR 0002009419-25-000003 filed by Bear Mountain Capital, Inc.
    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 8,128 shares
    Change vs previous 13F -4 shares

    1.94% of the 13F portfolio, value $4,980,026.

    13F-HR 0002009419-25-000001 filed by Bear Mountain Capital, Inc.
    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 8,132 shares
    Change vs previous 13F not available

    1.87% of the 13F portfolio, value $4,736,809.

    13F-HR 0002009419-24-000005 filed by Bear Mountain Capital, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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