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Buffington Mohr McNeal: IVV position timeline

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

Buffington Mohr McNeal held 55,647 IVV shares at 2025-03-31 per its 13F-HR filed 2025-04-28.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 55,647 shares
    Change vs previous 13F +3,519 shares

    6.17% of the 13F portfolio, value $31,267,959.

    13F-HR 0001317829-25-000002 filed by Buffington Mohr McNeal
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 52,128 shares
    Change vs previous 13F +2,847 shares

    5.09% of the 13F portfolio, value $30,686,463.

    13F-HR 0001317829-25-000001 filed by Buffington Mohr McNeal
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 49,281 shares
    Change vs previous 13F +6,884 shares

    4.68% of the 13F portfolio, value $28,426,449.

    13F-HR 0001317829-24-000007 filed by Buffington Mohr McNeal
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 42,397 shares
    Change vs previous 13F +3,583 shares

    4.07% of the 13F portfolio, value $23,200,931.

    13F-HR 0001317829-24-000003 filed by Buffington Mohr McNeal
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 38,814 shares
    Change vs previous 13F +3,007 shares

    3.69% of the 13F portfolio, value $20,405,596.

    13F-HR 0001317829-24-000002 filed by Buffington Mohr McNeal
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F 35,807 shares
    Change vs previous 13F +4,398 shares

    3.44% of the 13F portfolio, value $17,102,313.

    13F-HR 0001317829-24-000001 filed by Buffington Mohr McNeal
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-09-30
    13F 31,409 shares
    Change vs previous 13F +2,495 shares

    3.07% of the 13F portfolio, value $13,487,940.

    13F-HR 0001317829-23-000004 filed by Buffington Mohr McNeal
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-06-30
    13F 28,914 shares
    Change vs previous 13F not available

    2.78% of the 13F portfolio, value $12,887,231.

    13F-HR 0001317829-23-000003 filed by Buffington Mohr McNeal
    Filed (acceptance time not in the bulk data set), ingested

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