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Disclosery

CHAPIN DAVIS, INC.: IVV position timeline

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

CHAPIN DAVIS, INC. held 15,207 IVV shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 15,207 shares
    Change vs previous 13F +216 shares

    2.24% of the 13F portfolio, value $11,646,916.

    13F-HR 0001085146-26-000828 filed by CHAPIN DAVIS, INC.
    Accepted , ingested

  2. period ended2026-06-30
    13F 14,991 shares
    Change vs previous 13F -359 shares

    1.97% of the 13F portfolio, value $11,227,154.

    13F-HR 0000872098-26-000005 filed by CHAPIN DAVIS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 15,350 shares
    Change vs previous 13F +289 shares

    2.24% of the 13F portfolio, value $10,026,973.

    13F-HR 0000872098-26-000004 filed by CHAPIN DAVIS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 15,061 shares
    Change vs previous 13F -190 shares

    2.42% of the 13F portfolio, value $10,316,729.

    13F-HR 0000872098-26-000001 filed by CHAPIN DAVIS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 15,251 shares
    Change vs previous 13F -376 shares

    2.51% of the 13F portfolio, value $10,206,893.

    13F-HR 0001085146-25-005864 filed by CHAPIN DAVIS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 15,627 shares
    Change vs previous 13F +11 shares

    2.68% of the 13F portfolio, value $9,701,797.

    13F-HR 0001085146-25-003790 filed by CHAPIN DAVIS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 15,616 shares
    Change vs previous 13F -183 shares

    2.99% of the 13F portfolio, value $8,774,238.

    13F-HR 0001085146-25-002243 filed by CHAPIN DAVIS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 15,799 shares
    Change vs previous 13F not available

    2.97% of the 13F portfolio, value $9,114,071.

    13F-HR 0001085146-25-000364 filed by CHAPIN DAVIS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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