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Disclosery

CERTUITY, LLC: IVV position timeline

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

CERTUITY, LLC held 74,626 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 74,626 shares
    Change vs previous 13F +3,873 shares

    2.74% of the 13F portfolio, value $55,543,877.

    13F-HR 0001800752-26-000004 filed by CERTUITY, 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 70,753 shares
    Change vs previous 13F +4,493 shares

    3.01% of the 13F portfolio, value $45,919,964.

    13F-HR 0001800752-26-000001 filed by CERTUITY, 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 66,260 shares
    Change vs previous 13F +327 shares

    2.86% of the 13F portfolio, value $45,384,712.

    13F-HR 0001172661-26-000396 filed by CERTUITY, 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 65,933 shares
    Change vs previous 13F +2,605 shares

    3.03% of the 13F portfolio, value $44,128,792.

    13F-HR 0001172661-25-004776 filed by CERTUITY, 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 63,328 shares
    Change vs previous 13F -10,829 shares

    3.69% of the 13F portfolio, value $39,257,493.

    13F-HR 0001172661-25-003246 filed by CERTUITY, 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 74,157 shares
    Change vs previous 13F +5,712 shares

    4.36% of the 13F portfolio, value $41,581,171.

    13F-HR 0001172661-25-001734 filed by CERTUITY, 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 68,445 shares
    Change vs previous 13F +25,480 shares

    4.38% of the 13F portfolio, value $40,292,054.

    13F-HR 0001172661-25-000408 filed by CERTUITY, 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 42,965 shares
    Change vs previous 13F not available

    2.68% of the 13F portfolio, value $24,783,190.

    13F-HR 0001172661-24-004576 filed by CERTUITY, LLC
    Filed (acceptance time not in the bulk data set), ingested

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