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BOSTON RESEARCH & MANAGEMENT INC: IVV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BOSTON RESEARCH & MANAGEMENT INC on IVV, newest first. How the timeline and the estimate are built.

BOSTON RESEARCH & MANAGEMENT INC held 28,863 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 28,863 shares
    Change vs previous 13F -204 shares

    4.78% of the 13F portfolio, value $21,615,280.

    13F-HR 0001259261-26-000006 filed by BOSTON RESEARCH & MANAGEMENT INC
    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/A 29,067 shares
    Change vs previous 13F -2,760 shares

    4.43% of the 13F portfolio, value $18,986,846.

    13F-HR/A 0001259261-26-000010 filed by BOSTON RESEARCH & MANAGEMENT INC
    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/A 31,827 shares
    Change vs previous 13F +2,396 shares

    4.96% of the 13F portfolio, value $21,799,645.

    13F-HR/A 0001259261-26-000012 filed by BOSTON RESEARCH & MANAGEMENT INC
    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/A 29,431 shares
    Change vs previous 13F -193 shares

    4.31% of the 13F portfolio, value $19,698,024.

    13F-HR/A 0001259261-26-000014 filed by BOSTON RESEARCH & MANAGEMENT INC
    Accepted , ingested

  5. period ended2025-06-30
    13F/A 29,624 shares
    Change vs previous 13F -785 shares

    4.35% of the 13F portfolio, value $18,393,514.

    13F-HR/A 0001259261-26-000016 filed by BOSTON RESEARCH & MANAGEMENT INC
    Accepted , ingested

  6. period ended2025-03-31
    13F/A 30,409 shares
    Change vs previous 13F -1,839 shares

    4.18% of the 13F portfolio, value $17,086,722.

    13F-HR/A 0001259261-26-000018 filed by BOSTON RESEARCH & MANAGEMENT INC
    Accepted , ingested

  7. period ended2024-12-31
    13F/A 32,248 shares
    Change vs previous 13F -167 shares

    4.59% of the 13F portfolio, value $18,983,579.

    13F-HR/A 0001259261-26-000020 filed by BOSTON RESEARCH & MANAGEMENT INC
    Accepted , ingested

  8. period ended2024-09-30
    13F/A 32,415 shares
    Change vs previous 13F not available

    4.32% of the 13F portfolio, value $18,697,450.

    13F-HR/A 0001259261-26-000022 filed by BOSTON RESEARCH & MANAGEMENT INC
    Accepted , ingested