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Disclosery

Cohen Capital Management, Inc.: IVV position timeline

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

Cohen Capital Management, Inc. held 4,244 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,244 shares
    Change vs previous 13F +2 shares

    0.43% of the 13F portfolio, value $3,178,622.

    13F-HR 0001508120-26-000003 filed by Cohen Capital Management, 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 4,242 shares
    Change vs previous 13F +190 shares

    0.43% of the 13F portfolio, value $2,770,692.

    13F-HR 0001508120-26-000002 filed by Cohen Capital Management, 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 4,052 shares
    Change vs previous 13F -4 shares

    0.42% of the 13F portfolio, value $2,775,215.

    13F-HR 0001508120-26-000001 filed by Cohen Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 4,056 shares
    Change vs previous 13F -35 shares

    0.42% of the 13F portfolio, value $2,714,810.

    13F-HR 0001508120-25-000005 filed by Cohen Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 4,091 shares
    Change vs previous 13F +144 shares

    0.41% of the 13F portfolio, value $2,539,973.

    13F-HR 0001508120-25-000003 filed by Cohen Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 3,947 shares
    Change vs previous 13F +98 shares

    0.38% of the 13F portfolio, value $2,217,907.

    13F-HR 0001508120-25-000002 filed by Cohen Capital Management, Inc.
    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 3,849 shares
    Change vs previous 13F +8 shares

    0.38% of the 13F portfolio, value $2,265,681.

    13F-HR 0001508120-25-000001 filed by Cohen Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 3,841 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $2,215,833.

    13F-HR 0001508120-24-000004 filed by Cohen Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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