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Carmichael Hill & Associates, Inc.: IVV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Carmichael Hill & Associates, Inc. on IVV, newest first. How the timeline and the estimate are built.

Carmichael Hill & Associates, Inc. held 6,804 IVV shares at 2024-09-30 per its 13F-HR filed 2024-10-29.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 6,804 shares
    Change vs previous 13F +1,218 shares

    1.45% of the 13F portfolio, value $3,924,475.

    13F-HR 0001730295-24-000008 filed by Carmichael Hill & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-06-30
    13F 5,586 shares
    Change vs previous 13F -20 shares

    1.24% of the 13F portfolio, value $3,056,827.

    13F-HR 0001730295-24-000006 filed by Carmichael Hill & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-03-31
    13F 5,606 shares
    Change vs previous 13F -17 shares

    1.21% of the 13F portfolio, value $2,947,243.

    13F-HR 0001730295-24-000004 filed by Carmichael Hill & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-12-31
    13F 5,623 shares
    Change vs previous 13F -307 shares

    1.19% of the 13F portfolio, value $2,685,714.

    13F-HR 0001730295-24-000002 filed by Carmichael Hill & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-09-30
    13F 5,930 shares
    Change vs previous 13F -103 shares

    1.25% of the 13F portfolio, value $2,546,520.

    13F-HR 0001730295-23-000008 filed by Carmichael Hill & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-06-30
    13F 6,033 shares
    Change vs previous 13F +726 shares

    1.28% of the 13F portfolio, value $2,688,969.

    13F-HR 0001730295-23-000006 filed by Carmichael Hill & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-03-31
    13F 5,307 shares
    Change vs previous 13F +604 shares

    1.12% of the 13F portfolio, value $2,181,602.

    13F-HR 0001730295-23-000004 filed by Carmichael Hill & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2022-12-31
    13F 4,703 shares
    Change vs previous 13F not available

    1% of the 13F portfolio, value $1,806,940.

    13F-HR 0001730295-23-000002 filed by Carmichael Hill & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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