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BITTERROOT CAPITAL ADVISORS LLC: IVV position timeline

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

BITTERROOT CAPITAL ADVISORS LLC held 1,611 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,611 shares
    Change vs previous 13F +3 shares

    0.73% of the 13F portfolio, value $1,206,462.

    13F-HR 0002110106-26-000003 filed by BITTERROOT CAPITAL 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 1,608 shares
    Change vs previous 13F +3 shares

    0.64% of the 13F portfolio, value $1,050,362.

    13F-HR 0002110106-26-000002 filed by BITTERROOT CAPITAL 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 1,605 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $1,099,329.

    13F-HR 0002110106-26-000001 filed by BITTERROOT CAPITAL ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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