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GREENWOOD CAPITAL ASSOCIATES LLC: IVV position timeline

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

GREENWOOD CAPITAL ASSOCIATES LLC held 53,705 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 53,705 shares
    Change vs previous 13F -1,560 shares

    3.95% of the 13F portfolio, value $40,219,235.

    13F-HR 0001161822-26-000004 filed by GREENWOOD CAPITAL ASSOCIATES 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 55,265 shares
    Change vs previous 13F -4,360 shares

    3.98% of the 13F portfolio, value $36,099,736.

    13F-HR 0001161822-26-000003 filed by GREENWOOD CAPITAL ASSOCIATES 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 59,625 shares
    Change vs previous 13F -623 shares

    4.43% of the 13F portfolio, value $40,839,548.

    13F-HR 0001161822-26-000002 filed by GREENWOOD CAPITAL ASSOCIATES 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 60,248 shares
    Change vs previous 13F -3,619 shares

    4.65% of the 13F portfolio, value $40,323,986.

    13F-HR 0001161822-25-000010 filed by GREENWOOD CAPITAL ASSOCIATES 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 63,867 shares
    Change vs previous 13F +24,818 shares

    4.93% of the 13F portfolio, value $39,655,020.

    13F-HR 0001161822-25-000005 filed by GREENWOOD CAPITAL ASSOCIATES 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 39,049 shares
    Change vs previous 13F -16,908 shares

    2.96% of the 13F portfolio, value $21,941,633.

    13F-HR 0001161822-25-000003 filed by GREENWOOD CAPITAL ASSOCIATES 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 55,957 shares
    Change vs previous 13F +8,379 shares

    4.3% of the 13F portfolio, value $32,940,767.

    13F-HR 0001161822-25-000002 filed by GREENWOOD CAPITAL ASSOCIATES 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 47,578 shares
    Change vs previous 13F not available

    3.57% of the 13F portfolio, value $27,443,942.

    13F-HR 0001161822-24-000014 filed by GREENWOOD CAPITAL ASSOCIATES LLC
    Filed (acceptance time not in the bulk data set), ingested

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