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Disclosery

Bolthouse Investments, LLC: IVV position timeline

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

Bolthouse Investments, LLC held 2,978 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,978 shares
    Change vs previous 13F -4 shares

    1.81% of the 13F portfolio, value $2,230,195.

    13F-HR 0001941040-26-000560 filed by Bolthouse Investments, 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 2,982 shares
    Change vs previous 13F -10 shares

    1.76% of the 13F portfolio, value $1,947,873.

    13F-HR 0001941040-26-000273 filed by Bolthouse Investments, 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 2,992 shares
    Change vs previous 13F 0 shares

    1.82% of the 13F portfolio, value $2,049,341.

    13F-HR 0001941040-26-000047 filed by Bolthouse Investments, 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 2,992 shares
    Change vs previous 13F -7 shares

    1.82% of the 13F portfolio, value $2,002,545.

    13F-HR 0001941040-25-000573 filed by Bolthouse Investments, 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/A 2,999 shares
    Change vs previous 13F +6 shares

    1.84% of the 13F portfolio, value $1,862,080.

    13F-HR/A 0001941040-25-000570 filed by Bolthouse Investments, 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 2,993 shares
    Change vs previous 13F 0 shares

    1.75% of the 13F portfolio, value $1,681,767.

    13F-HR 0001941040-25-000240 filed by Bolthouse Investments, 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 2,993 shares
    Change vs previous 13F not available

    1.63% of the 13F portfolio, value $1,761,918.

    13F-HR 0001941040-25-000168 filed by Bolthouse Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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