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Constellation Investments, Inc.: IVV position timeline

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

Constellation Investments, Inc. held 1,260,209 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,260,209 shares
    Change vs previous 13F -98,181 shares

    29.64% of the 13F portfolio, value $943,757,918.

    13F-HR 0001573575-26-000006 filed by Constellation Investments, 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 1,358,390 shares
    Change vs previous 13F -146,657 shares

    29.45% of the 13F portfolio, value $887,313,931.

    13F-HR 0001573575-26-000004 filed by Constellation Investments, 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 1,505,047 shares
    Change vs previous 13F +494,675 shares

    31.82% of the 13F portfolio, value $1,030,866,892.

    13F-HR 0001573575-26-000002 filed by Constellation Investments, 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 1,010,372 shares
    Change vs previous 13F -144,647 shares

    31.6% of the 13F portfolio, value $676,241,978.

    13F-HR 0001573575-25-000011 filed by Constellation Investments, 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 1,155,019 shares
    Change vs previous 13F -19,770 shares

    33.16% of the 13F portfolio, value $717,151,297.

    13F-HR 0001573575-25-000009 filed by Constellation Investments, 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 1,174,789 shares
    Change vs previous 13F +38,000 shares

    31.36% of the 13F portfolio, value $660,113,939.

    13F-HR 0001573575-25-000005 filed by Constellation Investments, 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 1,136,789 shares
    Change vs previous 13F not available

    30.46% of the 13F portfolio, value $669,204,950.

    13F-HR 0001573575-25-000002 filed by Constellation Investments, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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