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Disclosery

DAGCO, INC.: IVV position timeline

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

DAGCO, INC. held 47,303 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 47,303 shares
    Change vs previous 13F +5,336 shares

    6.55% of the 13F portfolio, value $35,425,100.

    13F-HR 0001767343-26-000003 filed by DAGCO, INC.
    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 41,967 shares
    Change vs previous 13F +3,232 shares

    5.94% of the 13F portfolio, value $27,412,966.

    13F-HR 0001767343-26-000002 filed by DAGCO, INC.
    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 38,735 shares
    Change vs previous 13F +1,102 shares

    6.13% of the 13F portfolio, value $26,531,258.

    13F-HR 0001767343-26-000001 filed by DAGCO, INC.
    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 37,633 shares
    Change vs previous 13F +2,675 shares

    6.33% of the 13F portfolio, value $25,188,048.

    13F-HR 0001767343-25-000006 filed by DAGCO, INC.
    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 34,958 shares
    Change vs previous 13F +3,610 shares

    6.05% of the 13F portfolio, value $21,705,471.

    13F-HR 0001767343-25-000004 filed by DAGCO, INC.
    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 31,348 shares
    Change vs previous 13F +1,476 shares

    5.7% of the 13F portfolio, value $17,614,186.

    13F-HR 0001767343-25-000002 filed by DAGCO, INC.
    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 29,872 shares
    Change vs previous 13F +9,111 shares

    5.82% of the 13F portfolio, value $17,585,162.

    13F-HR 0001767343-25-000001 filed by DAGCO, INC.
    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 20,761 shares
    Change vs previous 13F not available

    4.92% of the 13F portfolio, value $11,975,124.

    13F-HR 0001767343-24-000005 filed by DAGCO, INC.
    Filed (acceptance time not in the bulk data set), ingested

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