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Disclosery

Brand Asset Management Group, Inc.: IVV position timeline

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

Brand Asset Management Group, Inc. held 12,704 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,704 shares
    Change vs previous 13F +487 shares

    2.1% of the 13F portfolio, value $9,514,131.

    13F-HR 0001765380-26-000353 filed by Brand Asset Management Group, 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 12,217 shares
    Change vs previous 13F +898 shares

    2.08% of the 13F portfolio, value $7,980,111.

    13F-HR 0001765380-26-000198 filed by Brand Asset Management Group, 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 11,319 shares
    Change vs previous 13F -14 shares

    2.17% of the 13F portfolio, value $7,753,155.

    13F-HR 0001765380-26-000102 filed by Brand Asset Management Group, 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 11,333 shares
    Change vs previous 13F +2,366 shares

    2.13% of the 13F portfolio, value $7,585,188.

    13F-HR 0001765380-25-000474 filed by Brand Asset Management Group, Inc.
    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 8,967 shares
    Change vs previous 13F -202 shares

    2.08% of the 13F portfolio, value $5,567,766.

    13F-HR 0001748766-25-000005 filed by Brand Asset Management Group, Inc.
    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 9,169 shares
    Change vs previous 13F -437 shares

    2.15% of the 13F portfolio, value $5,152,214.

    13F-HR 0001748766-25-000002 filed by Brand Asset Management Group, Inc.
    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 9,606 shares
    Change vs previous 13F -52 shares

    2.3% of the 13F portfolio, value $5,654,581.

    13F-HR 0001748766-25-000001 filed by Brand Asset Management Group, Inc.
    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 9,658 shares
    Change vs previous 13F not available

    2.18% of the 13F portfolio, value $5,571,133.

    13F-HR 0001748766-24-000005 filed by Brand Asset Management Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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