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Gotham Asset Management, LLC: IVV position timeline

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

Gotham Asset Management, LLC held 445,224 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 445,224 shares
    Change vs previous 13F +9,840 shares

    0.78% of the 13F portfolio, value $333,423,801.

    13F-HR 0001398344-26-014644 filed by Gotham Asset 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 435,384 shares
    Change vs previous 13F +27,684 shares

    0.87% of the 13F portfolio, value $284,397,183.

    13F-HR 0001398344-26-009299 filed by Gotham Asset 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 407,700 shares
    Change vs previous 13F +24,860 shares

    1.02% of the 13F portfolio, value $279,250,038.

    13F-HR 0001398344-26-003287 filed by Gotham Asset 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 382,840 shares
    Change vs previous 13F +110,527 shares

    1.12% of the 13F portfolio, value $256,234,812.

    13F-HR 0001398344-25-020991 filed by Gotham Asset 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 272,313 shares
    Change vs previous 13F -556 shares

    1.01% of the 13F portfolio, value $169,079,142.

    13F-HR 0001398344-25-015658 filed by Gotham Asset 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 272,869 shares
    Change vs previous 13F +42,029 shares

    1.28% of the 13F portfolio, value $153,325,091.

    13F-HR 0001398344-25-009635 filed by Gotham Asset 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 230,840 shares
    Change vs previous 13F -387 shares

    1.29% of the 13F portfolio, value $135,890,891.

    13F-HR 0001398344-25-002899 filed by Gotham Asset Management, 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 231,227 shares
    Change vs previous 13F not available

    1.38% of the 13F portfolio, value $133,376,358.

    13F-HR 0001398344-24-020856 filed by Gotham Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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