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BEESE FULMER INVESTMENT MANAGEMENT, INC.: IVV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BEESE FULMER INVESTMENT MANAGEMENT, INC. on IVV, newest first. How the timeline and the estimate are built.

BEESE FULMER INVESTMENT MANAGEMENT, INC. held 2,860 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,860 shares
    Change vs previous 13F +108 shares

    0.12% of the 13F portfolio, value $2,141,524.

    13F-HR 0000911274-26-000004 filed by BEESE FULMER INVESTMENT MANAGEMENT, 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 2,752 shares
    Change vs previous 13F -12 shares

    0.12% of the 13F portfolio, value $1,797,588.

    13F-HR 0000911274-26-000003 filed by BEESE FULMER INVESTMENT MANAGEMENT, 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 2,764 shares
    Change vs previous 13F +110 shares

    0.12% of the 13F portfolio, value $1,893,319.

    13F-HR 0000911274-26-000002 filed by BEESE FULMER INVESTMENT MANAGEMENT, 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 2,654 shares
    Change vs previous 13F -3 shares

    0.12% of the 13F portfolio, value $1,776,500.

    13F-HR 0000911274-25-000010 filed by BEESE FULMER INVESTMENT MANAGEMENT, 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 2,657 shares
    Change vs previous 13F +468 shares

    0.12% of the 13F portfolio, value $1,649,425.

    13F-HR 0000911274-25-000006 filed by BEESE FULMER INVESTMENT MANAGEMENT, 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 2,189 shares
    Change vs previous 13F +206 shares

    0.11% of the 13F portfolio, value $1,230,009.

    13F-HR 0000911274-25-000005 filed by BEESE FULMER INVESTMENT MANAGEMENT, 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 1,983 shares
    Change vs previous 13F +3 shares

    0.1% of the 13F portfolio, value $1,167,361.

    13F-HR 0000911274-25-000001 filed by BEESE FULMER INVESTMENT MANAGEMENT, 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 1,980 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,142,109.

    13F-HR 0000911274-24-000006 filed by BEESE FULMER INVESTMENT MANAGEMENT, INC.
    Filed (acceptance time not in the bulk data set), ingested

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