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Disclosery

Carroll Investors, Inc: IVV position timeline

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

Carroll Investors, Inc held 0 IVV shares at 2025-06-30 per its 13F-HR filed 2025-08-13.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -547 shares

    13F-HR 0001172661-25-003221 filed by Carroll Investors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-03-31
    13F 547 shares
    Change vs previous 13F -67 shares

    0.2% of the 13F portfolio, value $307,359.

    13F-HR 0001172661-25-001791 filed by Carroll Investors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 614 shares
    Change vs previous 13F -25 shares

    0.2% of the 13F portfolio, value $361,450.

    13F-HR 0001172661-25-000835 filed by Carroll Investors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 639 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $368,588.

    13F-HR 0001172661-24-004799 filed by Carroll Investors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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