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Hixon Zuercher, LLC: IVV position timeline

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

Hixon Zuercher, LLC held 724 IVV shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 724 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $554,475.

    13F-HR 0002085853-26-001143 filed by Hixon Zuercher, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 724 shares
    Change vs previous 13F -31 shares

    0.16% of the 13F portfolio, value $542,196.

    13F-HR 0002085853-26-000772 filed by Hixon Zuercher, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 755 shares
    Change vs previous 13F -12,332 shares

    0.15% of the 13F portfolio, value $493,174.

    13F-HR 0002085853-26-000411 filed by Hixon Zuercher, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 13,087 shares
    Change vs previous 13F +12,330 shares

    2.72% of the 13F portfolio, value $8,963,891.

    13F-HR 0002085853-26-000082 filed by Hixon Zuercher, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 757 shares
    Change vs previous 13F +757 shares

    0.15% of the 13F portfolio, value $506,903.

    13F-HR 0002085853-25-000070 filed by Hixon Zuercher, 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 0 shares
    Change vs previous 13F -11,877 shares

    13F-HR 0001667731-25-000533 filed by Hixon Zuercher, 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.

  7. period ended2024-12-31
    13F 11,877 shares
    Change vs previous 13F not available

    2.69% of the 13F portfolio, value $6,992,021.

    13F-HR 0001667731-25-000096 filed by Hixon Zuercher, LLC
    Filed (acceptance time not in the bulk data set), ingested

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