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Disclosery

David J Yvars Group: IVV position timeline

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

David J Yvars Group held 59,441 IVV shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 59,441 shares
    Change vs previous 13F +398 shares

    20.92% of the 13F portfolio, value $45,523,322.

    13F-HR 0001085146-26-000859 filed by David J Yvars Group
    Accepted , ingested

  2. period ended2026-06-30
    13F 59,043 shares
    Change vs previous 13F -540 shares

    21.75% of the 13F portfolio, value $44,215,173.

    13F-HR 0001836266-26-000003 filed by David J Yvars Group
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 59,583 shares
    Change vs previous 13F -109 shares

    21.75% of the 13F portfolio, value $38,914,212.

    13F-HR 0001836266-26-000002 filed by David J Yvars Group
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 59,692 shares
    Change vs previous 13F +3,246 shares

    21.81% of the 13F portfolio, value $40,887,132.

    13F-HR 0001836266-26-000001 filed by David J Yvars Group
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 56,446 shares
    Change vs previous 13F +381 shares

    20.24% of the 13F portfolio, value $37,778,297.

    13F-HR 0001836266-25-000002 filed by David J Yvars Group
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 56,065 shares
    Change vs previous 13F +537 shares

    20.39% of the 13F portfolio, value $34,809,464.

    13F-HR 0001085146-25-003610 filed by David J Yvars Group
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 55,528 shares
    Change vs previous 13F +1,610 shares

    24.55% of the 13F portfolio, value $31,199,808.

    13F-HR 0001085146-25-002132 filed by David J Yvars Group
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 53,918 shares
    Change vs previous 13F not available

    19.36% of the 13F portfolio, value $31,740,738.

    13F-HR 0001085146-25-000162 filed by David J Yvars Group
    Filed (acceptance time not in the bulk data set), ingested

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