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BONTEMPO OHLY CAPITAL MGMT LLC: IVV position timeline

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

BONTEMPO OHLY CAPITAL MGMT LLC held 82,110 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 82,110 shares
    Change vs previous 13F +127 shares

    26.19% of the 13F portfolio, value $61,491,358.

    13F-HR 0001632118-26-000004 filed by BONTEMPO OHLY CAPITAL MGMT 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 81,983 shares
    Change vs previous 13F -3,957 shares

    24.16% of the 13F portfolio, value $53,552,115.

    13F-HR 0001632118-26-000003 filed by BONTEMPO OHLY CAPITAL MGMT 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 85,940 shares
    Change vs previous 13F -1,023 shares

    25.36% of the 13F portfolio, value $58,863,744.

    13F-HR 0001632118-26-000002 filed by BONTEMPO OHLY CAPITAL MGMT 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 86,963 shares
    Change vs previous 13F -37 shares

    25.21% of the 13F portfolio, value $58,204,336.

    13F-HR 0001632118-25-000009 filed by BONTEMPO OHLY CAPITAL MGMT 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 87,000 shares
    Change vs previous 13F +2,059 shares

    24.46% of the 13F portfolio, value $54,018,300.

    13F-HR 0001632118-25-000008 filed by BONTEMPO OHLY CAPITAL MGMT 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 84,941 shares
    Change vs previous 13F -14,649 shares

    23.02% of the 13F portfolio, value $47,728,348.

    13F-HR 0001632118-25-000007 filed by BONTEMPO OHLY CAPITAL MGMT 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 99,590 shares
    Change vs previous 13F -2,169 shares

    28.53% of the 13F portfolio, value $58,626,641.

    13F-HR 0001632118-25-000002 filed by BONTEMPO OHLY CAPITAL MGMT 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/A 101,759 shares
    Change vs previous 13F not available

    26.78% of the 13F portfolio, value $58,696,626.

    13F-HR/A 0001632118-24-000006 filed by BONTEMPO OHLY CAPITAL MGMT LLC
    Filed (acceptance time not in the bulk data set), ingested

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