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Disclosery

DT Investment Partners, LLC: IVV position timeline

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

DT Investment Partners, LLC held 287,172 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 287,172 shares
    Change vs previous 13F +19,905 shares

    16.03% of the 13F portfolio, value $215,060,108.

    13F-HR 0001537621-26-000007 filed by DT Investment Partners, 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 267,267 shares
    Change vs previous 13F +17,764 shares

    14.53% of the 13F portfolio, value $174,581,525.

    13F-HR 0001537621-26-000005 filed by DT Investment Partners, 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 249,503 shares
    Change vs previous 13F +606 shares

    14.15% of the 13F portfolio, value $170,894,635.

    13F-HR 0001537621-26-000002 filed by DT Investment Partners, 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 248,897 shares
    Change vs previous 13F +80,566 shares

    14.09% of the 13F portfolio, value $166,586,987.

    13F-HR 0001193125-25-245791 filed by DT Investment Partners, 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 168,331 shares
    Change vs previous 13F +34,805 shares

    9.39% of the 13F portfolio, value $104,516,783.

    13F-HR 0000950123-25-006516 filed by DT Investment Partners, 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 133,526 shares
    Change vs previous 13F +4,207 shares

    7.24% of the 13F portfolio, value $75,028,323.

    13F-HR 0000950123-25-003822 filed by DT Investment Partners, 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 129,319 shares
    Change vs previous 13F +15,376 shares

    6.44% of the 13F portfolio, value $76,127,531.

    13F-HR 0000950123-25-000719 filed by DT Investment Partners, 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 113,943 shares
    Change vs previous 13F not available

    5.33% of the 13F portfolio, value $65,724,412.

    13F-HR 0000950123-24-009833 filed by DT Investment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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