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Disclosery

COURIER CAPITAL LLC: IVV position timeline

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

COURIER CAPITAL LLC held 117,740 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 117,740 shares
    Change vs previous 13F +918 shares

    4.4% of the 13F portfolio, value $88,174,529.

    13F-HR 0001420506-26-001243 filed by COURIER CAPITAL 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/A 116,822 shares
    Change vs previous 13F -3,535 shares

    4.27% of the 13F portfolio, value $76,309,324.

    13F-HR/A 0001420506-26-000719 filed by COURIER CAPITAL 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 120,357 shares
    Change vs previous 13F -404 shares

    4.63% of the 13F portfolio, value $82,437,071.

    13F-HR 0001420506-26-000097 filed by COURIER CAPITAL 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 120,761 shares
    Change vs previous 13F -2,076 shares

    4.63% of the 13F portfolio, value $80,825,180.

    13F-HR 0001420506-25-002924 filed by COURIER CAPITAL 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 122,837 shares
    Change vs previous 13F -1,881 shares

    4.63% of the 13F portfolio, value $76,269,322.

    13F-HR 0001420506-25-001593 filed by COURIER CAPITAL 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 124,718 shares
    Change vs previous 13F +3,251 shares

    4.59% of the 13F portfolio, value $70,078,996.

    13F-HR 0001420506-25-000761 filed by COURIER CAPITAL 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 121,467 shares
    Change vs previous 13F -25,830 shares

    4.93% of the 13F portfolio, value $71,505,121.

    13F-HR 0001420506-25-000024 filed by COURIER CAPITAL 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 147,297 shares
    Change vs previous 13F not available

    5.82% of the 13F portfolio, value $84,963,931.

    13F-HR 0001420506-24-002168 filed by COURIER CAPITAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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