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Family Manage LLC: IVV position timeline

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

Family Manage LLC held 4,876 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,876 shares
    Change vs previous 13F -7 shares

    0.38% of the 13F portfolio, value $3,651,913.

    13F-HR 0001398344-26-014630 filed by Family Manage 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 4,883 shares
    Change vs previous 13F +5 shares

    0.38% of the 13F portfolio, value $3,189,943.

    13F-HR 0001398344-26-009312 filed by Family Manage 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 4,878 shares
    Change vs previous 13F -154 shares

    0.42% of the 13F portfolio, value $3,341,447.

    13F-HR 0001398344-26-003235 filed by Family Manage 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 5,032 shares
    Change vs previous 13F -79 shares

    0.47% of the 13F portfolio, value $3,367,870.

    13F-HR 0001398344-25-020877 filed by Family Manage 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 5,111 shares
    Change vs previous 13F +661 shares

    0.48% of the 13F portfolio, value $3,173,677.

    13F-HR 0001398344-25-015679 filed by Family Manage 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 4,450 shares
    Change vs previous 13F +6 shares

    0.41% of the 13F portfolio, value $2,500,284.

    13F-HR 0001398344-25-009654 filed by Family Manage 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 4,444 shares
    Change vs previous 13F +266 shares

    0.42% of the 13F portfolio, value $2,616,131.

    13F-HR 0001398344-25-002872 filed by Family Manage 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 4,178 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $2,410,213.

    13F-HR 0001398344-24-020770 filed by Family Manage LLC
    Filed (acceptance time not in the bulk data set), ingested

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