Skip to content
Disclosery

Davis Capital Management: IVV position timeline

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

Davis Capital Management held 906 IVV shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 906 shares
    Change vs previous 13F +57 shares

    0.41% of the 13F portfolio, value $693,860.

    13F-HR 0001811806-26-000004 filed by Davis Capital Management
    Accepted , ingested

  2. period ended2026-06-30
    13F 849 shares
    Change vs previous 13F -9 shares

    0.38% of the 13F portfolio, value $635,808.

    13F-HR 0001811806-26-000003 filed by Davis Capital Management
    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 858 shares
    Change vs previous 13F -5 shares

    0.38% of the 13F portfolio, value $560,454.

    13F-HR 0001811806-26-000002 filed by Davis Capital Management
    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 863 shares
    Change vs previous 13F -4 shares

    0.41% of the 13F portfolio, value $591,103.

    13F-HR 0001811806-26-000001 filed by Davis Capital Management
    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 867 shares
    Change vs previous 13F +1 shares

    0.4% of the 13F portfolio, value $580,283.

    13F-HR 0001811806-25-000007 filed by Davis Capital Management
    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 866 shares
    Change vs previous 13F +24 shares

    0.39% of the 13F portfolio, value $486,605.

    13F-HR 0001811806-25-000004 filed by Davis Capital Management
    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 842 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $495,669.

    13F-HR 0001811806-25-000003 filed by Davis Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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