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Disclosery

Catalina Capital Group, LLC: IVV position timeline

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

Catalina Capital Group, LLC held 12,439 IVV shares at 2026-03-31 per its 13F-HR filed 2026-04-23.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 12,439 shares
    Change vs previous 13F +639 shares

    4.98% of the 13F portfolio, value $8,125,465.

    13F-HR 0002085853-26-000471 filed by Catalina Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 11,800 shares
    Change vs previous 13F +343 shares

    4.96% of the 13F portfolio, value $8,082,094.

    13F-HR 0002085853-26-000041 filed by Catalina Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 11,457 shares
    Change vs previous 13F +753 shares

    4.73% of the 13F portfolio, value $7,667,918.

    13F-HR 0002085853-25-000153 filed by Catalina Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 10,704 shares
    Change vs previous 13F +293 shares

    4.48% of the 13F portfolio, value $6,645,818.

    13F-HR 0001667731-25-000882 filed by Catalina Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 10,411 shares
    Change vs previous 13F -1,921 shares

    3.9% of the 13F portfolio, value $5,849,945.

    13F-HR 0001667731-25-000465 filed by Catalina Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 12,332 shares
    Change vs previous 13F +89 shares

    2.39% of the 13F portfolio, value $7,259,724.

    13F-HR 0001667731-25-000127 filed by Catalina Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 12,243 shares
    Change vs previous 13F +259 shares

    2.4% of the 13F portfolio, value $7,062,085.

    13F-HR 0002018090-24-000004 filed by Catalina Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 11,984 shares
    Change vs previous 13F not available

    2.5% of the 13F portfolio, value $6,558,121.

    13F-HR 0002018090-24-000003 filed by Catalina Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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