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Disclosery

CLG LLC: IVV position timeline

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

CLG LLC held 107,058 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 107,058 shares
    Change vs previous 13F +4,382 shares

    17.6% of the 13F portfolio, value $80,174,791.

    13F-HR 0001172661-26-002641 filed by CLG 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 102,676 shares
    Change vs previous 13F -1,166 shares

    16.65% of the 13F portfolio, value $67,068,922.

    13F-HR 0001172661-26-001943 filed by CLG 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 103,842 shares
    Change vs previous 13F +6,624 shares

    17.71% of the 13F portfolio, value $71,125,301.

    13F-HR 0001172661-26-000189 filed by CLG 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 97,218 shares
    Change vs previous 13F +11,519 shares

    17.72% of the 13F portfolio, value $65,068,074.

    13F-HR 0001172661-25-004969 filed by CLG 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 85,699 shares
    Change vs previous 13F +7,850 shares

    16.6% of the 13F portfolio, value $53,210,345.

    13F-HR 0001172661-25-003542 filed by CLG 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 77,849 shares
    Change vs previous 13F +6,402 shares

    15.18% of the 13F portfolio, value $43,743,369.

    13F-HR 0001172661-25-001523 filed by CLG 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 71,447 shares
    Change vs previous 13F not available

    15.02% of the 13F portfolio, value $42,059,555.

    13F-HR 0001172661-25-001489 filed by CLG LLC
    Filed (acceptance time not in the bulk data set), ingested

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