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Custos Family Office, LLC: IVV position timeline

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

Custos Family Office, LLC held 44,434 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-19.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 44,434 shares
    Change vs previous 13F +26 shares

    20% of the 13F portfolio, value $33,276,410.

    13F-HR 0001904423-26-000004 filed by Custos Family Office, 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 44,408 shares
    Change vs previous 13F -719 shares

    20.11% of the 13F portfolio, value $29,008,018.

    13F-HR 0001904423-26-000005 filed by Custos Family Office, 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 45,127 shares
    Change vs previous 13F -3,738 shares

    21.1% of the 13F portfolio, value $30,909,454.

    13F-HR 0001904423-26-000001 filed by Custos Family Office, 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 48,865 shares
    Change vs previous 13F -24,895 shares

    18.48% of the 13F portfolio, value $32,705,324.

    13F-HR 0001904423-25-000007 filed by Custos Family Office, 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 73,760 shares
    Change vs previous 13F -8,738 shares

    14.6% of the 13F portfolio, value $45,797,873.

    13F-HR 0001904423-25-000005 filed by Custos Family Office, 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 82,498 shares
    Change vs previous 13F +1,453 shares

    16.44% of the 13F portfolio, value $46,355,569.

    13F-HR 0001904423-25-000004 filed by Custos Family Office, 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 81,045 shares
    Change vs previous 13F +1,605 shares

    16.69% of the 13F portfolio, value $47,709,528.

    13F-HR 0001904423-25-000001 filed by Custos Family Office, 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 79,440 shares
    Change vs previous 13F not available

    16.6% of the 13F portfolio, value $45,822,675.

    13F-HR 0001904423-24-000007 filed by Custos Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

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