D.B. Root & Company, LLC: IVV position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of D.B. Root & Company, LLC on IVV, newest first. How the timeline and the estimate are built.
D.B. Root & Company, LLC held 1,088 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-13.
the latest 13F is the newest step
- period ended2026-06-3013F 1,088 sharesChange vs previous 13F -17 shares
0.17% of the 13F portfolio, value $814,534.
13F-HR 0001731717-26-000003 filed by D.B. Root & Company, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,105 sharesChange vs previous 13F -89 shares
0.17% of the 13F portfolio, value $721,653.
13F-HR 0001731717-26-000002 filed by D.B. Root & Company, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,194 sharesChange vs previous 13F +78 shares
0.2% of the 13F portfolio, value $817,742.
13F-HR 0001731717-26-000001 filed by D.B. Root & Company, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,116 sharesChange vs previous 13F +33 shares
0.19% of the 13F portfolio, value $746,765.
13F-HR 0001731717-25-000002 filed by D.B. Root & Company, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,083 sharesChange vs previous 13F -114 shares
0.2% of the 13F portfolio, value $673,026.
13F-HR 0001172661-25-002672 filed by D.B. Root & Company, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 1,197 sharesChange vs previous 13F +29 shares
0.22% of the 13F portfolio, value $672,739.
13F-HR 0001172661-25-001837 filed by D.B. Root & Company, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 1,168 sharesChange vs previous 13F -55 shares
0.22% of the 13F portfolio, value $687,915.
13F-HR 0001172661-25-000250 filed by D.B. Root & Company, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 1,223 sharesChange vs previous 13F not available
0.23% of the 13F portfolio, value $706,006.
13F-HR 0001172661-24-004425 filed by D.B. Root & Company, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).