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Cobblestone Asset Management LLC: IVV position timeline

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

Cobblestone Asset Management LLC held 43,966 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 43,966 shares
    Change vs previous 13F +15,488 shares

    13.73% of the 13F portfolio, value $32,925,698.

    13F-HR 0001994512-26-000007 filed by Cobblestone Asset Management 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 28,478 shares
    Change vs previous 13F +7,119 shares

    8.36% of the 13F portfolio, value $18,602,361.

    13F-HR 0001994512-26-000005 filed by Cobblestone Asset Management 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 21,359 shares
    Change vs previous 13F +143 shares

    6.57% of the 13F portfolio, value $14,629,892.

    13F-HR 0001994512-26-000001 filed by Cobblestone Asset Management 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 21,216 shares
    Change vs previous 13F +1,941 shares

    6.49% of the 13F portfolio, value $14,200,121.

    13F-HR 0001994512-25-000006 filed by Cobblestone Asset Management 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 19,275 shares
    Change vs previous 13F -21,332 shares

    6.29% of the 13F portfolio, value $11,968,082.

    13F-HR 0001994512-25-000004 filed by Cobblestone Asset Management 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 40,607 shares
    Change vs previous 13F -147 shares

    13.32% of the 13F portfolio, value $22,817,285.

    13F-HR 0001994512-25-000003 filed by Cobblestone Asset Management 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 40,754 shares
    Change vs previous 13F -1,893 shares

    15.65% of the 13F portfolio, value $23,991,287.

    13F-HR 0001994512-25-000001 filed by Cobblestone Asset Management 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 42,647 shares
    Change vs previous 13F not available

    14.8% of the 13F portfolio, value $24,599,860.

    13F-HR 0001994512-24-000006 filed by Cobblestone Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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