DAVIS R M INC: IVV position timeline

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

DAVIS R M INC held 9,695 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

period ended2026-06-30
13F 9,695 shares
Change vs previous 13F +1,753 shares
0.11% of the 13F portfolio, value $7,260,154.
13F-HR 0000891287-26-000006 filed by DAVIS R M INC
Filed 2026-08-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 7,942 shares
Change vs previous 13F +1,995 shares
0.09% of the 13F portfolio, value $5,187,484.
13F-HR 0000891287-26-000003 filed by DAVIS R M INC
Filed 2026-05-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 5,947 shares
Change vs previous 13F -227 shares
0.07% of the 13F portfolio, value $4,073,531.
13F-HR 0000891287-26-000002 filed by DAVIS R M INC
Filed 2026-02-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 6,174 shares
Change vs previous 13F +2,459 shares
0.07% of the 13F portfolio, value $4,132,258.
13F-HR 0000891287-25-000010 filed by DAVIS R M INC
Filed 2025-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 3,715 shares
Change vs previous 13F -1,419 shares
0.04% of the 13F portfolio, value $2,306,643.
13F-HR 0000891287-25-000005 filed by DAVIS R M INC
Filed 2025-08-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 5,134 shares
Change vs previous 13F +386 shares
0.06% of the 13F portfolio, value $2,885,012.
13F-HR 0000891287-25-000004 filed by DAVIS R M INC
Filed 2025-05-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 4,748 shares
Change vs previous 13F -57 shares
0.05% of the 13F portfolio, value $2,794,974.
13F-HR 0000891287-25-000002 filed by DAVIS R M INC
Filed 2025-02-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 4,805 shares
Change vs previous 13F not available
0.05% of the 13F portfolio, value $2,771,496.
13F-HR 0000891287-24-000011 filed by DAVIS R M INC
Filed 2024-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
Acceptance time not in the bulk data set (spec §4.2).