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Disclosery

Daniels&Tansey,LLP: IVV position timeline

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

Daniels&Tansey,LLP held 79,609 IVV shares at 2023-09-30 per its 13F-HR filed 2023-11-03.

the latest 13F is the newest step

  1. period ended2023-09-30
    13F 79,609 shares
    Change vs previous 13F +65,123 shares

    1.91% of the 13F portfolio, value $5,512,923.

    13F-HR 0001478179-23-000007 filed by Daniels&Tansey,LLP
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2023-06-30
    13F 14,486 shares
    Change vs previous 13F -3,492 shares

    2.14% of the 13F portfolio, value $6,456,555.

    13F-HR 0001478179-23-000003 filed by Daniels&Tansey,LLP
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2023-03-31
    13F 17,978 shares
    Change vs previous 13F +924 shares

    2.54% of the 13F portfolio, value $7,390,396.

    13F-HR 0001478179-23-000002 filed by Daniels&Tansey,LLP
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2022-12-31
    13F 17,054 shares
    Change vs previous 13F -18 shares

    2.51% of the 13F portfolio, value $6,552,317.

    13F-HR 0001478179-23-000001 filed by Daniels&Tansey,LLP
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2022-09-30
    13F 17,072 shares
    Change vs previous 13F -365 shares

    2.54% of the 13F portfolio, value $6,122,000.

    13F-HR 0001478179-22-000004 filed by Daniels&Tansey,LLP
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2022-06-30
    13F 17,437 shares
    Change vs previous 13F 0 shares

    2.57% of the 13F portfolio, value $6,611,000.

    13F-HR 0001478179-22-000003 filed by Daniels&Tansey,LLP
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2022-03-31
    13F 17,437 shares
    Change vs previous 13F -139 shares

    2.67% of the 13F portfolio, value $7,910,000.

    13F-HR 0001478179-22-000002 filed by Daniels&Tansey,LLP
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2021-12-31
    13F 17,576 shares
    Change vs previous 13F not available

    2.59% of the 13F portfolio, value $8,383,000.

    13F-HR 0001478179-22-000001 filed by Daniels&Tansey,LLP
    Filed (acceptance time not in the bulk data set), ingested

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