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Bristlecone Advisors, LLC: IVV position timeline

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

Bristlecone Advisors, LLC held 100,119 IVV shares at 2025-09-30 per its 13F-HR filed 2025-10-24.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 100,119 shares
    Change vs previous 13F +3,560 shares

    5.6% of the 13F portfolio, value $67,009,959.

    13F-HR 0001671716-25-000004 filed by Bristlecone Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 96,559 shares
    Change vs previous 13F +3,361 shares

    5.03% of the 13F portfolio, value $59,953,303.

    13F-HR 0001398344-25-014361 filed by Bristlecone Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 93,198 shares
    Change vs previous 13F +3,502 shares

    4.28% of the 13F portfolio, value $52,368,232.

    13F-HR 0001398344-25-009163 filed by Bristlecone Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 89,696 shares
    Change vs previous 13F +1,272 shares

    4.12% of the 13F portfolio, value $52,802,003.

    13F-HR 0001398344-25-001325 filed by Bristlecone Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 88,424 shares
    Change vs previous 13F +1,465 shares

    4.1% of the 13F portfolio, value $51,005,015.

    13F-HR 0001398344-24-019318 filed by Bristlecone Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 86,959 shares
    Change vs previous 13F -699 shares

    4.05% of the 13F portfolio, value $47,586,514.

    13F-HR 0001398344-24-013068 filed by Bristlecone Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 87,658 shares
    Change vs previous 13F +9,330 shares

    4.05% of the 13F portfolio, value $46,084,369.

    13F-HR 0001398344-24-007419 filed by Bristlecone Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 78,328 shares
    Change vs previous 13F not available

    3.78% of the 13F portfolio, value $37,411,629.

    13F-HR 0001398344-24-001002 filed by Bristlecone Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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