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EPIQ PARTNERS, LLC: IVV position timeline

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

EPIQ PARTNERS, LLC held 3,423 IVV shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 3,423 shares
    Change vs previous 13F +296 shares

    1.13% of the 13F portfolio, value $2,621,505.

    13F-HR 0001799435-26-000005 filed by EPIQ PARTNERS, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 3,127 shares
    Change vs previous 13F +173 shares

    0.99% of the 13F portfolio, value $2,341,779.

    13F-HR 0001799435-26-000004 filed by EPIQ 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 ended2026-03-31
    13F 2,954 shares
    Change vs previous 13F +16 shares

    0.9% of the 13F portfolio, value $1,929,582.

    13F-HR 0001799435-26-000002 filed by EPIQ 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 ended2025-12-31
    13F 2,938 shares
    Change vs previous 13F +2 shares

    0.94% of the 13F portfolio, value $2,012,354.

    13F-HR 0001799435-26-000001 filed by EPIQ 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 ended2025-09-30
    13F 2,936 shares
    Change vs previous 13F +177 shares

    0.93% of the 13F portfolio, value $1,965,065.

    13F-HR 0001799435-25-000007 filed by EPIQ 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 ended2025-06-30
    13F 2,759 shares
    Change vs previous 13F +98 shares

    0.87% of the 13F portfolio, value $1,713,063.

    13F-HR 0001799435-25-000004 filed by EPIQ 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 ended2025-03-31
    13F 2,661 shares
    Change vs previous 13F +4 shares

    0.79% of the 13F portfolio, value $1,495,216.

    13F-HR 0001799435-25-000003 filed by EPIQ 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 ended2024-12-31
    13F 2,657 shares
    Change vs previous 13F not available

    0.85% of the 13F portfolio, value $1,564,123.

    13F-HR 0001799435-25-000001 filed by EPIQ PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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