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Disclosery

Fort Henry Capital, LLC: IVV position timeline

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

Fort Henry Capital, LLC held 60,894 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 60,894 shares
    Change vs previous 13F -801 shares

    25.12% of the 13F portfolio, value $45,602,948.

    13F-HR 0002085853-26-000735 filed by Fort Henry 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 61,695 shares
    Change vs previous 13F +443 shares

    24.37% of the 13F portfolio, value $40,299,826.

    13F-HR 0002085853-26-000429 filed by Fort Henry 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 61,252 shares
    Change vs previous 13F -1,040 shares

    25.7% of the 13F portfolio, value $41,953,982.

    13F-HR 0002085853-26-000071 filed by Fort Henry 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 62,292 shares
    Change vs previous 13F -725 shares

    26.48% of the 13F portfolio, value $41,692,214.

    13F-HR 0002085853-25-000080 filed by Fort Henry 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 63,017 shares
    Change vs previous 13F +549 shares

    26.3% of the 13F portfolio, value $39,127,110.

    13F-HR 0001667731-25-000800 filed by Fort Henry Capital, 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 62,468 shares
    Change vs previous 13F -1,251 shares

    25.2% of the 13F portfolio, value $35,100,921.

    13F-HR 0001667731-25-000482 filed by Fort Henry Capital, 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 63,719 shares
    Change vs previous 13F -3,562 shares

    26.84% of the 13F portfolio, value $37,509,966.

    13F-HR 0001667731-25-000071 filed by Fort Henry Capital, 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 67,281 shares
    Change vs previous 13F not available

    26.41% of the 13F portfolio, value $38,808,894.

    13F-HR 0001843536-24-000004 filed by Fort Henry Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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