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Disclosery

GEM Asset Management, LLC: IVV position timeline

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

GEM Asset Management, LLC held 2,961 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 2,961 shares
    Change vs previous 13F +3 shares

    0.87% of the 13F portfolio, value $2,217,463.

    13F-HR 0000905729-26-000138 filed by GEM 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 2,958 shares
    Change vs previous 13F +15 shares

    0.85% of the 13F portfolio, value $1,932,195.

    13F-HR 0000905729-26-000081 filed by GEM 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 2,943 shares
    Change vs previous 13F 0 shares

    0.91% of the 13F portfolio, value $2,038,410.

    13F-HR 0000905729-26-000015 filed by GEM 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 2,943 shares
    Change vs previous 13F 0 shares

    0.94% of the 13F portfolio, value $1,978,932.

    13F-HR 0000905729-25-000175 filed by GEM 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 2,943 shares
    Change vs previous 13F 0 shares

    0.94% of the 13F portfolio, value $1,835,932.

    13F-HR 0000905729-25-000118 filed by GEM 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 2,943 shares
    Change vs previous 13F 0 shares

    0.93% of the 13F portfolio, value $1,659,205.

    13F-HR 0000905729-25-000074 filed by GEM 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 2,943 shares
    Change vs previous 13F 0 shares

    0.97% of the 13F portfolio, value $1,732,485.

    13F-HR 0000905729-25-000019 filed by GEM 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 2,943 shares
    Change vs previous 13F not available

    0.96% of the 13F portfolio, value $1,679,070.

    13F-HR 0000905729-24-000157 filed by GEM Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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