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Disclosery

BG Investment Services, LLC: IVV position timeline

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

BG Investment Services, LLC held 18,740 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,740 shares
    Change vs previous 13F -702 shares

    10.11% of the 13F portfolio, value $14,033,845.

    13F-HR 0001873989-26-000003 filed by BG Investment Services, 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 19,442 shares
    Change vs previous 13F -842 shares

    10.54% of the 13F portfolio, value $12,699,384.

    13F-HR 0001873989-26-000002 filed by BG Investment Services, 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 20,284 shares
    Change vs previous 13F -491 shares

    12.38% of the 13F portfolio, value $13,893,285.

    13F-HR 0001873989-26-000001 filed by BG Investment Services, 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 20,775 shares
    Change vs previous 13F -994 shares

    13.72% of the 13F portfolio, value $13,904,660.

    13F-HR 0001873989-25-000003 filed by BG Investment Services, 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 21,769 shares
    Change vs previous 13F -26,856 shares

    16.99% of the 13F portfolio, value $13,588,974.

    13F-HR 0001085146-25-004307 filed by BG Investment Services, 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 48,625 shares
    Change vs previous 13F +4,423 shares

    29.43% of the 13F portfolio, value $27,322,632.

    13F-HR 0001085146-25-002636 filed by BG Investment Services, 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 44,202 shares
    Change vs previous 13F not available

    26.21% of the 13F portfolio, value $26,021,023.

    13F-HR 0001085146-25-001028 filed by BG Investment Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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