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Edgestream Partners, L.P.: IVV position timeline

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

Edgestream Partners, L.P. held 5,344 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,344 shares
    Change vs previous 13F +347 shares

    0.12% of the 13F portfolio, value $4,002,068.

    13F-HR 0001535061-26-000004 filed by Edgestream Partners, L.P.
    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 4,997 shares
    Change vs previous 13F -19,808 shares

    0.11% of the 13F portfolio, value $3,264,090.

    13F-HR 0001535061-26-000003 filed by Edgestream Partners, L.P.
    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 24,805 shares
    Change vs previous 13F +13,644 shares

    0.48% of the 13F portfolio, value $16,989,937.

    13F-HR 0001535061-26-000001 filed by Edgestream Partners, L.P.
    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 11,161 shares
    Change vs previous 13F +2,744 shares

    0.22% of the 13F portfolio, value $7,470,057.

    13F-HR 0001535061-25-000007 filed by Edgestream Partners, L.P.
    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 8,417 shares
    Change vs previous 13F +4,105 shares

    0.15% of the 13F portfolio, value $5,226,115.

    13F-HR 0001535061-25-000005 filed by Edgestream Partners, L.P.
    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 4,312 shares
    Change vs previous 13F -2,847 shares

    0.08% of the 13F portfolio, value $2,422,913.

    13F-HR 0001535061-25-000004 filed by Edgestream Partners, L.P.
    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 7,159 shares
    Change vs previous 13F -7,294 shares

    0.18% of the 13F portfolio, value $4,214,360.

    13F-HR 0001535061-25-000003 filed by Edgestream Partners, L.P.
    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 14,453 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $8,336,779.

    13F-HR 0001535061-24-000004 filed by Edgestream Partners, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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