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Disclosery

Berman McAleer LLC: IVV position timeline

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

Berman McAleer LLC held 5,445 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,445 shares
    Change vs previous 13F -44 shares

    0.47% of the 13F portfolio, value $4,077,706.

    13F-HR 0002094332-26-000003 filed by Berman McAleer 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 5,489 shares
    Change vs previous 13F +92 shares

    0.49% of the 13F portfolio, value $3,585,470.

    13F-HR 0002094332-26-000002 filed by Berman McAleer 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 5,397 shares
    Change vs previous 13F -75 shares

    0.51% of the 13F portfolio, value $3,696,621.

    13F-HR 0002094332-26-000001 filed by Berman McAleer 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 5,472 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $3,662,410.

    13F-HR 0002094332-25-000001 filed by Berman McAleer LLC
    Filed (acceptance time not in the bulk data set), ingested

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