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Disclosery

Gilbert & Cook, Inc.: IVV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Gilbert & Cook, Inc. on IVV, newest first. How the timeline and the estimate are built.

Gilbert & Cook, Inc. held 276,102 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 276,102 shares
    Change vs previous 13F -1,172 shares

    23.8% of the 13F portfolio, value $206,769,828.

    13F-HR 0001675762-26-000004 filed by Gilbert & Cook, Inc.
    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 277,274 shares
    Change vs previous 13F +2,288 shares

    23.39% of the 13F portfolio, value $181,117,998.

    13F-HR 0001675762-26-000003 filed by Gilbert & Cook, Inc.
    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 274,986 shares
    Change vs previous 13F -1,490 shares

    23.67% of the 13F portfolio, value $188,348,693.

    13F-HR 0001675762-26-000001 filed by Gilbert & Cook, Inc.
    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 276,476 shares
    Change vs previous 13F -9,568 shares

    23.78% of the 13F portfolio, value $185,045,131.

    13F-HR 0001675762-25-000002 filed by Gilbert & Cook, Inc.
    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 286,044 shares
    Change vs previous 13F +233 shares

    24% of the 13F portfolio, value $177,604,742.

    13F-HR 0001765380-25-000281 filed by Gilbert & Cook, Inc.
    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 285,811 shares
    Change vs previous 13F +5,922 shares

    23.29% of the 13F portfolio, value $160,597,033.

    13F-HR 0001765380-25-000172 filed by Gilbert & Cook, Inc.
    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 279,889 shares
    Change vs previous 13F -7,112 shares

    23.23% of the 13F portfolio, value $164,765,052.

    13F-HR 0001765380-25-000007 filed by Gilbert & Cook, Inc.
    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 287,001 shares
    Change vs previous 13F not available

    22.76% of the 13F portfolio, value $165,548,181.

    13F-HR 0001765380-24-000405 filed by Gilbert & Cook, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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