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Birch Hill Investment Advisors LLC: IVV position timeline

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

Birch Hill Investment Advisors LLC held 40,764 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 40,764 shares
    Change vs previous 13F -49 shares

    1.24% of the 13F portfolio, value $30,527,438.

    13F-HR 0001172661-26-002717 filed by Birch Hill Investment Advisors 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 40,813 shares
    Change vs previous 13F -195 shares

    1.2% of the 13F portfolio, value $26,659,186.

    13F-HR 0001172661-26-001564 filed by Birch Hill Investment Advisors 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 41,008 shares
    Change vs previous 13F +68 shares

    1.17% of the 13F portfolio, value $28,087,733.

    13F-HR 0001172661-26-000323 filed by Birch Hill Investment Advisors 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 40,940 shares
    Change vs previous 13F -280 shares

    1.16% of the 13F portfolio, value $27,400,862.

    13F-HR 0001172661-25-004406 filed by Birch Hill Investment Advisors 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 41,220 shares
    Change vs previous 13F -183 shares

    1.14% of the 13F portfolio, value $25,593,238.

    13F-HR 0001172661-25-002792 filed by Birch Hill Investment Advisors 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 41,403 shares
    Change vs previous 13F +497 shares

    1.1% of the 13F portfolio, value $23,264,109.

    13F-HR 0001172661-25-001512 filed by Birch Hill Investment Advisors 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 40,906 shares
    Change vs previous 13F -4,941 shares

    1.12% of the 13F portfolio, value $24,080,296.

    13F-HR 0001172661-25-000385 filed by Birch Hill Investment Advisors LLC
    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 45,847 shares
    Change vs previous 13F not available

    1.24% of the 13F portfolio, value $26,445,639.

    13F-HR 0001172661-24-004212 filed by Birch Hill Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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