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Creekmur Asset Management LLC: IVV position timeline

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

Creekmur Asset Management LLC held 60,932 IVV shares at 2025-09-30 per its 13F-HR filed 2025-11-12.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 60,932 shares
    Change vs previous 13F +2,318 shares

    6.76% of the 13F portfolio, value $40,781,503.

    13F-HR 0002013091-25-000008 filed by Creekmur 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 ended2025-06-30
    13F 58,614 shares
    Change vs previous 13F +31,466 shares

    6.43% of the 13F portfolio, value $36,393,145.

    13F-HR 0002013091-25-000004 filed by Creekmur 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 ended2025-03-31
    13F 27,148 shares
    Change vs previous 13F -10,947 shares

    3.2% of the 13F portfolio, value $15,254,210.

    13F-HR 0002013091-25-000002 filed by Creekmur 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 ended2024-12-31
    13F 38,095 shares
    Change vs previous 13F -852 shares

    5.14% of the 13F portfolio, value $22,425,729.

    13F-HR 0002013091-25-000001 filed by Creekmur 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 ended2024-09-30
    13F 38,947 shares
    Change vs previous 13F not available

    5.28% of the 13F portfolio, value $22,465,292.

    13F-HR 0002013091-24-000006 filed by Creekmur Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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