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FORTE ASSET MANAGEMENT LLC: IVV position timeline

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

FORTE ASSET MANAGEMENT LLC held 8,791 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,791 shares
    Change vs previous 13F +192 shares

    2.69% of the 13F portfolio, value $6,583,836.

    13F-HR 0001927129-26-000003 filed by FORTE ASSET MANAGEMENT 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 8,599 shares
    Change vs previous 13F -2,465 shares

    2.47% of the 13F portfolio, value $5,617,234.

    13F-HR 0001927129-26-000002 filed by FORTE ASSET MANAGEMENT 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 11,064 shares
    Change vs previous 13F -106 shares

    3.44% of the 13F portfolio, value $7,578,449.

    13F-HR 0001927129-26-000001 filed by FORTE ASSET MANAGEMENT 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 11,170 shares
    Change vs previous 13F -93 shares

    3.6% of the 13F portfolio, value $7,476,314.

    13F-HR 0001927129-25-000005 filed by FORTE ASSET MANAGEMENT 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 11,263 shares
    Change vs previous 13F -1,156 shares

    3.56% of the 13F portfolio, value $6,993,386.

    13F-HR 0001927129-25-000004 filed by FORTE ASSET MANAGEMENT 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 12,419 shares
    Change vs previous 13F +1,930 shares

    3.51% of the 13F portfolio, value $6,978,383.

    13F-HR 0001927129-25-000002 filed by FORTE ASSET MANAGEMENT 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 10,489 shares
    Change vs previous 13F -141 shares

    3.28% of the 13F portfolio, value $6,174,794.

    13F-HR 0001927129-25-000001 filed by FORTE ASSET MANAGEMENT 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 10,630 shares
    Change vs previous 13F not available

    3.27% of the 13F portfolio, value $6,131,698.

    13F-HR 0001927129-24-000005 filed by FORTE ASSET MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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