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Disclosery

EdgeRock Capital LLC: IVV position timeline

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

EdgeRock Capital LLC held 15,404 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,404 shares
    Change vs previous 13F +713 shares

    2.61% of the 13F portfolio, value $11,536,103.

    13F-HR 0001908378-26-000004 filed by EdgeRock Capital 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 14,691 shares
    Change vs previous 13F -467 shares

    2.6% of the 13F portfolio, value $9,596,045.

    13F-HR 0001908378-26-000003 filed by EdgeRock Capital 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 15,158 shares
    Change vs previous 13F -364 shares

    2.76% of the 13F portfolio, value $10,383,609.

    13F-HR 0001908378-26-000001 filed by EdgeRock Capital 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 15,522 shares
    Change vs previous 13F -404 shares

    2.89% of the 13F portfolio, value $10,388,614.

    13F-HR 0001908378-25-000008 filed by EdgeRock Capital 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 15,926 shares
    Change vs previous 13F not available

    3.13% of the 13F portfolio, value $9,888,626.

    13F-HR 0001908378-25-000003 filed by EdgeRock Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

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