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Disclosery

Curbstone Financial Management Corp: IVV position timeline

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

Curbstone Financial Management Corp held 3,614 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,614 shares
    Change vs previous 13F -362 shares

    0.46% of the 13F portfolio, value $2,706,488.

    13F-HR 0001608057-26-000007 filed by Curbstone Financial Management Corp
    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 3,976 shares
    Change vs previous 13F +142 shares

    0.5% of the 13F portfolio, value $2,597,163.

    13F-HR 0001608057-26-000004 filed by Curbstone Financial Management Corp
    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 3,834 shares
    Change vs previous 13F +2 shares

    0.5% of the 13F portfolio, value $2,626,060.

    13F-HR 0001608057-26-000002 filed by Curbstone Financial Management Corp
    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 3,832 shares
    Change vs previous 13F +20 shares

    0.49% of the 13F portfolio, value $2,564,758.

    13F-HR 0001608057-25-000010 filed by Curbstone Financial Management Corp
    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 3,812 shares
    Change vs previous 13F -650 shares

    0.49% of the 13F portfolio, value $2,366,871.

    13F-HR 0001608057-25-000008 filed by Curbstone Financial Management Corp
    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 4,462 shares
    Change vs previous 13F -900 shares

    0.53% of the 13F portfolio, value $2,507,198.

    13F-HR 0001608057-25-000005 filed by Curbstone Financial Management Corp
    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 5,362 shares
    Change vs previous 13F +100 shares

    0.67% of the 13F portfolio, value $3,156,502.

    13F-HR 0001608057-25-000002 filed by Curbstone Financial Management Corp
    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 5,262 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $3,035,227.

    13F-HR 0001608057-24-000008 filed by Curbstone Financial Management Corp
    Filed (acceptance time not in the bulk data set), ingested

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