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Disclosery

Colonial River Investments, LLC: IVV position timeline

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

Colonial River Investments, LLC held 1,301 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,301 shares
    Change vs previous 13F -129 shares

    0.28% of the 13F portfolio, value $974,429.

    13F-HR 0001951757-26-001039 filed by Colonial River Investments, 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 1,430 shares
    Change vs previous 13F -302 shares

    0.33% of the 13F portfolio, value $934,361.

    13F-HR 0001951757-26-000743 filed by Colonial River Investments, 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 1,732 shares
    Change vs previous 13F -268 shares

    0.42% of the 13F portfolio, value $1,186,360.

    13F-HR 0001951757-26-000350 filed by Colonial River Investments, 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 2,000 shares
    Change vs previous 13F +58 shares

    0.49% of the 13F portfolio, value $1,338,643.

    13F-HR 0001951757-25-001417 filed by Colonial River Investments, 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 1,942 shares
    Change vs previous 13F -1,325 shares

    0.53% of the 13F portfolio, value $1,221,276.

    13F-HR 0001951757-25-000858 filed by Colonial River Investments, 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 3,267 shares
    Change vs previous 13F +2,706 shares

    1.01% of the 13F portfolio, value $1,835,968.

    13F-HR 0001951757-25-000449 filed by Colonial River Investments, 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 561 shares
    Change vs previous 13F -7,240 shares

    0.16% of the 13F portfolio, value $330,320.

    13F-HR 0001951757-25-000176 filed by Colonial River Investments, 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 7,801 shares
    Change vs previous 13F not available

    2.23% of the 13F portfolio, value $4,499,649.

    13F-HR 0001951757-24-001151 filed by Colonial River Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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