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DURANTE & WATERS, LLC: IVV position timeline

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

DURANTE & WATERS, LLC held 51,003 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 51,003 shares
    Change vs previous 13F -3,563 shares

    25.03% of the 13F portfolio, value $38,195,701.

    13F-HR 0001666582-26-000003 filed by DURANTE & WATERS, 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 54,566 shares
    Change vs previous 13F +151 shares

    25.8% of the 13F portfolio, value $35,643,029.

    13F-HR 0001666582-26-000002 filed by DURANTE & WATERS, 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 54,415 shares
    Change vs previous 13F +1,722 shares

    26% of the 13F portfolio, value $37,270,705.

    13F-HR 0001666582-26-000001 filed by DURANTE & WATERS, 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 52,693 shares
    Change vs previous 13F -1,220 shares

    25.94% of the 13F portfolio, value $35,267,575.

    13F-HR 0001666582-25-000006 filed by DURANTE & WATERS, 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 53,913 shares
    Change vs previous 13F +2,013 shares

    26.34% of the 13F portfolio, value $33,474,477.

    13F-HR 0001666582-25-000004 filed by DURANTE & WATERS, 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 51,900 shares
    Change vs previous 13F +515 shares

    24.51% of the 13F portfolio, value $29,162,391.

    13F-HR 0001666582-25-000002 filed by DURANTE & WATERS, 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 51,385 shares
    Change vs previous 13F +9,182 shares

    24.97% of the 13F portfolio, value $30,249,230.

    13F-HR 0001666582-25-000001 filed by DURANTE & WATERS, 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 42,203 shares
    Change vs previous 13F not available

    20.42% of the 13F portfolio, value $24,343,770.

    13F-HR 0001666582-24-000008 filed by DURANTE & WATERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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