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HICKS CAPITAL MANAGEMENT LLC: IVV position timeline

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

HICKS CAPITAL MANAGEMENT LLC held 44,445 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 44,445 shares
    Change vs previous 13F +68 shares

    27.29% of the 13F portfolio, value $33,284,610.

    13F-HR 0002062978-26-000005 filed by HICKS CAPITAL 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 44,377 shares
    Change vs previous 13F -19 shares

    29% of the 13F portfolio, value $28,987,212.

    13F-HR 0002062978-26-000003 filed by HICKS CAPITAL 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 44,396 shares
    Change vs previous 13F +44,396 shares

    30.63% of the 13F portfolio, value $30,408,347.

    13F-HR 0002062978-26-000001 filed by HICKS CAPITAL 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 0 shares
    Change vs previous 13F -44,164 shares

    13F-HR 0002062978-25-000009 filed by HICKS CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  5. period ended2025-06-30
    13F 44,164 shares
    Change vs previous 13F +52 shares

    43.38% of the 13F portfolio, value $27,421,515.

    13F-HR 0002062978-25-000002 filed by HICKS CAPITAL 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 44,112 shares
    Change vs previous 13F not available

    32.85% of the 13F portfolio, value $24,787,860.

    13F-HR 0002062978-25-000001 filed by HICKS CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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