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Capital Asset Managemnet, LLC: IVV position timeline

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

Capital Asset Managemnet, LLC held 4,722 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,722 shares
    Change vs previous 13F -1,901 shares

    7.96% of the 13F portfolio, value $3,536,427.

    13F-HR 0002123739-26-000003 filed by Capital Asset Managemnet, 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 6,623 shares
    Change vs previous 13F +1,649 shares

    4.87% of the 13F portfolio, value $4,326,335.

    13F-HR 0002123739-26-000002 filed by Capital Asset Managemnet, 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 4,974 shares
    Change vs previous 13F not available

    3.86% of the 13F portfolio, value $3,480,597.

    13F-HR 0002123739-26-000001 filed by Capital Asset Managemnet, LLC
    Filed (acceptance time not in the bulk data set), ingested

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