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Disclosery

Chatterton & Associates Inc.: IVV position timeline

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

Chatterton & Associates Inc. held 3,975 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,975 shares
    Change vs previous 13F +367 shares

    1.77% of the 13F portfolio, value $3,001,324.

    13F-HR 0002102688-26-000004 filed by Chatterton & 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 ended2026-03-31
    13F 3,608 shares
    Change vs previous 13F +860 shares

    1.73% of the 13F portfolio, value $2,464,300.

    13F-HR 0002102688-26-000003 filed by Chatterton & 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 ended2025-12-31
    13F 2,748 shares
    Change vs previous 13F not available

    1.61% of the 13F portfolio, value $1,882,215.

    13F-HR 0002102688-26-000001 filed by Chatterton & Associates Inc.
    Filed (acceptance time not in the bulk data set), ingested

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