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Disclosery

DAVENPORT & Co LLC: IVV position timeline

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

DAVENPORT & Co LLC held 19,846 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,846 shares
    Change vs previous 13F +2,370 shares

    0.08% of the 13F portfolio, value $14,862,218.

    13F-HR 0000887777-26-000016 filed by DAVENPORT & Co 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 17,476 shares
    Change vs previous 13F +329 shares

    0.06% of the 13F portfolio, value $11,415,393.

    13F-HR 0000887777-26-000010 filed by DAVENPORT & Co 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 17,147 shares
    Change vs previous 13F -125 shares

    0.06% of the 13F portfolio, value $11,744,977.

    13F-HR 0000887777-26-000002 filed by DAVENPORT & Co 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 17,272 shares
    Change vs previous 13F -80 shares

    0.06% of the 13F portfolio, value $11,560,380.

    13F-HR 0000887777-25-000032 filed by DAVENPORT & Co 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 17,352 shares
    Change vs previous 13F -849 shares

    0.06% of the 13F portfolio, value $10,774,049.

    13F-HR 0001085146-25-004036 filed by DAVENPORT & Co 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 18,201 shares
    Change vs previous 13F +1,780 shares

    0.06% of the 13F portfolio, value $10,227,212.

    13F-HR 0001085146-25-002387 filed by DAVENPORT & Co 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 16,421 shares
    Change vs previous 13F +900 shares

    0.06% of the 13F portfolio, value $9,666,529.

    13F-HR 0001085146-25-000466 filed by DAVENPORT & Co 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 15,521 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $8,952,581.

    13F-HR 0001085146-24-005117 filed by DAVENPORT & Co LLC
    Filed (acceptance time not in the bulk data set), ingested

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