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DFPG INVESTMENTS, LLC: IVV position timeline

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

DFPG INVESTMENTS, LLC held 47,041 IVV shares at 2023-12-31 per its 13F-HR filed 2024-01-10.

the latest 13F is the newest step

  1. period ended2023-12-31
    13F 47,041 shares
    Change vs previous 13F +4,986 shares

    1.73% of the 13F portfolio, value $22,156,851.

    13F-HR 0001085146-24-000121 filed by DFPG INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2023-09-30
    13F 42,055 shares
    Change vs previous 13F +14,990 shares

    1.7% of the 13F portfolio, value $18,329,819.

    13F-HR 0001085146-23-004278 filed by DFPG INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2023-06-30
    13F 27,065 shares
    Change vs previous 13F +7,577 shares

    1.12% of the 13F portfolio, value $12,381,019.

    13F-HR 0001085146-23-002878 filed by DFPG INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-03-31
    13F 19,488 shares
    Change vs previous 13F +12,835 shares

    0.86% of the 13F portfolio, value $8,011,122.

    13F-HR 0001085146-23-001603 filed by DFPG INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2022-12-31
    13F 6,653 shares
    Change vs previous 13F +2,739 shares

    0.44% of the 13F portfolio, value $2,642,904.

    13F-HR 0001085146-23-000578 filed by DFPG INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2022-09-30
    13F 3,914 shares
    Change vs previous 13F +1,539 shares

    0.63% of the 13F portfolio, value $1,471,000.

    13F-HR 0001085146-22-003571 filed by DFPG INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2022-06-30
    13F 2,375 shares
    Change vs previous 13F +231 shares

    0.4% of the 13F portfolio, value $912,000.

    13F-HR 0001085146-22-002660 filed by DFPG INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2022-03-31
    13F 2,144 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $943,000.

    13F-HR 0001085146-22-001505 filed by DFPG INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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