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Disclosery

Box Hill Private Wealth LLC: IVV position timeline

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

Box Hill Private Wealth LLC held 25,738 IVV shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 25,738 shares
    Change vs previous 13F +2,750 shares

    14.33% of the 13F portfolio, value $19,711,597.

    13F-HR 0002094120-26-000005 filed by Box Hill Private Wealth LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 22,988 shares
    Change vs previous 13F +891 shares

    13.81% of the 13F portfolio, value $17,215,636.

    13F-HR 0002094120-26-000004 filed by Box Hill Private Wealth 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 22,097 shares
    Change vs previous 13F -293 shares

    14.27% of the 13F portfolio, value $14,434,061.

    13F-HR 0002094120-26-000003 filed by Box Hill Private Wealth 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 22,390 shares
    Change vs previous 13F not available

    15.52% of the 13F portfolio, value $15,335,875.

    13F-HR 0002094120-26-000002 filed by Box Hill Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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