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Goelzer Investment Management, Inc.: IVV position timeline

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

Goelzer Investment Management, Inc. held 274,215 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 274,215 shares
    Change vs previous 13F -5,240 shares

    8.95% of the 13F portfolio, value $205,356,766.

    13F-HR 0001550057-26-000003 filed by Goelzer Investment Management, 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 279,455 shares
    Change vs previous 13F +7,831 shares

    8.83% of the 13F portfolio, value $182,543,006.

    13F-HR 0001550057-26-000002 filed by Goelzer Investment Management, 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 271,624 shares
    Change vs previous 13F +14,303 shares

    8.63% of the 13F portfolio, value $186,046,322.

    13F-HR 0001550057-26-000001 filed by Goelzer Investment Management, 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 257,321 shares
    Change vs previous 13F +415 shares

    9.13% of the 13F portfolio, value $172,225,236.

    13F-HR 0001085146-25-005926 filed by Goelzer Investment Management, 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 256,906 shares
    Change vs previous 13F +6,596 shares

    8.74% of the 13F portfolio, value $159,513,091.

    13F-HR 0001085146-25-003611 filed by Goelzer Investment Management, 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/A 250,310 shares
    Change vs previous 13F +2,732 shares

    8.15% of the 13F portfolio, value $140,649,148.

    13F-HR/A 0001085146-25-002400 filed by Goelzer Investment Management, 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 247,578 shares
    Change vs previous 13F -2,473 shares

    8.46% of the 13F portfolio, value $145,744,137.

    13F-HR 0001085146-25-000355 filed by Goelzer Investment Management, 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 250,051 shares
    Change vs previous 13F not available

    7.9% of the 13F portfolio, value $144,234,343.

    13F-HR 0001085146-24-004632 filed by Goelzer Investment Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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