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Disclosery

BOS Asset Management, LLC: IVV position timeline

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

BOS Asset Management, LLC held 6,723 IVV shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 6,723 shares
    Change vs previous 13F 0 shares

    1.2% of the 13F portfolio, value $5,148,810.

    13F-HR 0001965814-26-000005 filed by BOS Asset Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 6,723 shares
    Change vs previous 13F +19 shares

    1.17% of the 13F portfolio, value $5,034,787.

    13F-HR 0001965814-26-000003 filed by BOS Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 6,704 shares
    Change vs previous 13F -1,229 shares

    1.12% of the 13F portfolio, value $4,379,120.

    13F-HR 0001965814-26-000002 filed by BOS Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 7,933 shares
    Change vs previous 13F +17 shares

    1.45% of the 13F portfolio, value $5,433,629.

    13F-HR 0001965814-26-000001 filed by BOS Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 7,916 shares
    Change vs previous 13F +158 shares

    1.49% of the 13F portfolio, value $5,298,179.

    13F-HR 0001965814-25-000009 filed by BOS Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 7,758 shares
    Change vs previous 13F -57 shares

    1.54% of the 13F portfolio, value $4,816,942.

    13F-HR 0001965814-25-000007 filed by BOS Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 7,815 shares
    Change vs previous 13F -882 shares

    1.51% of the 13F portfolio, value $4,391,249.

    13F-HR 0001965814-25-000006 filed by BOS Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 8,697 shares
    Change vs previous 13F not available

    1.83% of the 13F portfolio, value $5,119,750.

    13F-HR 0001965814-25-000002 filed by BOS Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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