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Disclosery

HM Capital Management, LLC: IVV position timeline

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

HM Capital Management, LLC held 1,239 IVV shares at 2022-09-30 per its 13F-HR filed 2022-11-07.

the latest 13F is the newest step

  1. period ended2022-09-30
    13F 1,239 shares
    Change vs previous 13F -111 shares

    0.27% of the 13F portfolio, value $444,000.

    13F-HR 0001085146-22-003805 filed by HM 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 ended2022-06-30
    13F 1,350 shares
    Change vs previous 13F 0 shares

    0.29% of the 13F portfolio, value $512,000.

    13F-HR 0001085146-22-002883 filed by HM 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 ended2022-03-31
    13F 1,350 shares
    Change vs previous 13F -67 shares

    0.22% of the 13F portfolio, value $612,000.

    13F-HR 0001085146-22-001997 filed by HM 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 ended2021-12-31
    13F 1,417 shares
    Change vs previous 13F +67 shares

    0.26% of the 13F portfolio, value $676,000.

    13F-HR 0001085146-22-000413 filed by HM Capital 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 ended2021-09-30
    13F 1,350 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $582,000.

    13F-HR 0001085146-21-002887 filed by HM 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 ended2021-06-30
    13F 1,350 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $580,000.

    13F-HR 0001085146-21-002258 filed by HM Capital 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 ended2021-03-31
    13F 1,350 shares
    Change vs previous 13F -10 shares

    0.25% of the 13F portfolio, value $537,000.

    13F-HR 0001085146-21-001337 filed by HM Capital 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 ended2020-12-31
    13F 1,360 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $510,000.

    13F-HR 0001085146-21-000191 filed by HM Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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