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Generation Capital Management LLC: IVV position timeline

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

Generation Capital Management LLC held 4,546 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,546 shares
    Change vs previous 13F 0 shares

    2.09% of the 13F portfolio, value $3,404,481.

    13F-HR 0001214659-26-010030 filed by Generation Capital 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 4,546 shares
    Change vs previous 13F -233 shares

    2.17% of the 13F portfolio, value $2,969,516.

    13F-HR 0001214659-26-005813 filed by Generation Capital 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 4,779 shares
    Change vs previous 13F +9 shares

    2.12% of the 13F portfolio, value $3,273,353.

    13F-HR 0001214659-26-001664 filed by Generation Capital 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 4,770 shares
    Change vs previous 13F -25 shares

    2.31% of the 13F portfolio, value $3,192,585.

    13F-HR 0001214659-25-016064 filed by Generation Capital 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 4,795 shares
    Change vs previous 13F +2 shares

    2.36% of the 13F portfolio, value $2,977,238.

    13F-HR 0001214659-25-011913 filed by Generation Capital 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 4,793 shares
    Change vs previous 13F 0 shares

    2.43% of the 13F portfolio, value $2,693,207.

    13F-HR 0001214659-25-007236 filed by Generation Capital 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 4,793 shares
    Change vs previous 13F not available

    2.42% of the 13F portfolio, value $2,821,564.

    13F-HR 0001214659-25-002527 filed by Generation Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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