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Gallagher Capital Advisors, LLC: IVV position timeline

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

Gallagher Capital Advisors, LLC held 12,914 IVV shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 12,914 shares
    Change vs previous 13F -53 shares

    5.3% of the 13F portfolio, value $9,890,285.

    13F-HR 0002085853-26-001131 filed by Gallagher Capital Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 12,967 shares
    Change vs previous 13F +12,967 shares

    5.55% of the 13F portfolio, value $9,710,932.

    13F-HR 0002085853-26-000931 filed by Gallagher Capital Advisors, 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 0 shares
    Change vs previous 13F -10,125 shares

    13F-HR 0002085853-26-000566 filed by Gallagher Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-12-31
    13F 10,125 shares
    Change vs previous 13F -9 shares

    4.48% of the 13F portfolio, value $6,935,216.

    13F-HR 0002085853-26-000260 filed by Gallagher Capital Advisors, 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 10,134 shares
    Change vs previous 13F +24 shares

    12.05% of the 13F portfolio, value $20,930,671.

    13F-HR 0002085853-25-000234 filed by Gallagher Capital Advisors, 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 10,110 shares
    Change vs previous 13F +515 shares

    5.22% of the 13F portfolio, value $6,463,421.

    13F-HR 0001667731-25-001018 filed by Gallagher Capital Advisors, 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 9,595 shares
    Change vs previous 13F +195 shares

    4.11% of the 13F portfolio, value $5,391,522.

    13F-HR 0001667731-25-000488 filed by Gallagher Capital Advisors, 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 9,400 shares
    Change vs previous 13F not available

    4.03% of the 13F portfolio, value $5,533,385.

    13F-HR 0001667731-25-000221 filed by Gallagher Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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