Gilbert Capital Group, Inc.: IVV position timeline

Gilbert Capital Group, Inc. held 36,512 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 36,512 shares

   Change vs previous 13F -768 shares

   19.15% of the 13F portfolio, value $27,343,465.

   13F-HR 0002085853-26-000712 filed by Gilbert Capital Group, Inc.
   Filed 2026-07-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 37,280 shares

   Change vs previous 13F -384 shares

   18.82% of the 13F portfolio, value $24,351,676.

   13F-HR 0002085853-26-000419 filed by Gilbert Capital Group, Inc.
   Filed 2026-04-20 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 37,664 shares

   Change vs previous 13F +4,524 shares

   19.39% of the 13F portfolio, value $25,797,390.

   13F-HR 0002085853-26-000072 filed by Gilbert Capital Group, Inc.
   Filed 2026-01-23 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 33,140 shares

   Change vs previous 13F +39 shares

   17.16% of the 13F portfolio, value $22,180,350.

   13F-HR 0002085853-25-000290 filed by Gilbert Capital Group, Inc.
   Filed 2025-12-02 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

5. period ended2025-06-30

   13F 33,101 shares

   Change vs previous 13F not available

   17.03% of the 13F portfolio, value $20,552,143.

   13F-HR 0002085853-25-000008 filed by Gilbert Capital Group, Inc.
   Filed 2025-09-30 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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