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Disclosery

Bull Oak Capital, LLC: IVV position timeline

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

Bull Oak Capital, LLC held 144,614 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 144,614 shares
    Change vs previous 13F +25,547 shares

    36.08% of the 13F portfolio, value $108,300,349.

    13F-HR 0001824263-26-000004 filed by Bull Oak Capital, LLC
    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 119,067 shares
    Change vs previous 13F +9,981 shares

    29.89% of the 13F portfolio, value $77,775,900.

    13F-HR 0001824263-26-000003 filed by Bull Oak Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 109,086 shares
    Change vs previous 13F +1,010 shares

    30.52% of the 13F portfolio, value $74,717,365.

    13F-HR 0001824263-26-000001 filed by Bull Oak Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 108,076 shares
    Change vs previous 13F +3,449 shares

    30.72% of the 13F portfolio, value $72,335,267.

    13F-HR 0001824263-25-000008 filed by Bull Oak Capital, LLC
    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 104,627 shares
    Change vs previous 13F +8,217 shares

    29.6% of the 13F portfolio, value $64,963,149.

    13F-HR 0001824263-25-000002 filed by Bull Oak Capital, LLC
    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 96,410 shares
    Change vs previous 13F +3,253 shares

    29.53% of the 13F portfolio, value $54,172,758.

    13F-HR 0002054264-25-000012 filed by Bull Oak Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 93,157 shares
    Change vs previous 13F +13,942 shares

    30.5% of the 13F portfolio, value $54,839,600.

    13F-HR 0001824263-25-000001 filed by Bull Oak Capital, LLC
    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 79,215 shares
    Change vs previous 13F not available

    26.25% of the 13F portfolio, value $45,692,733.

    13F-HR 0001824263-24-000005 filed by Bull Oak Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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