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Disclosery

Goepper Burkhardt LLC: IVV position timeline

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

Goepper Burkhardt LLC held 26,800 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,800 shares
    Change vs previous 13F +1,004 shares

    6.03% of the 13F portfolio, value $20,070,252.

    13F-HR 0001844142-26-000003 filed by Goepper Burkhardt 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 25,796 shares
    Change vs previous 13F +2,153 shares

    5.63% of the 13F portfolio, value $16,850,205.

    13F-HR 0001844142-26-000002 filed by Goepper Burkhardt 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 23,643 shares
    Change vs previous 13F +4,263 shares

    5.28% of the 13F portfolio, value $16,194,036.

    13F-HR 0001844142-26-000001 filed by Goepper Burkhardt 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 19,380 shares
    Change vs previous 13F +3,817 shares

    4.42% of the 13F portfolio, value $12,971,034.

    13F-HR 0001844142-25-000005 filed by Goepper Burkhardt 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 15,563 shares
    Change vs previous 13F +2,397 shares

    3.56% of the 13F portfolio, value $9,663,067.

    13F-HR 0001844142-25-000004 filed by Goepper Burkhardt 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 13,166 shares
    Change vs previous 13F +3,520 shares

    2.96% of the 13F portfolio, value $7,397,975.

    13F-HR 0001844142-25-000002 filed by Goepper Burkhardt 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 9,646 shares
    Change vs previous 13F +900 shares

    2.31% of the 13F portfolio, value $5,678,407.

    13F-HR 0001844142-25-000001 filed by Goepper Burkhardt 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 8,746 shares
    Change vs previous 13F not available

    2.08% of the 13F portfolio, value $5,044,868.

    13F-HR 0001844142-24-000004 filed by Goepper Burkhardt LLC
    Filed (acceptance time not in the bulk data set), ingested

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