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Hoese & Co LLP: IVV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Hoese & Co LLP on IVV, newest first. How the timeline and the estimate are built.

Hoese & Co LLP held 23,906 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,906 shares
    Change vs previous 13F -453 shares

    11.63% of the 13F portfolio, value $17,902,854.

    13F-HR 0001840268-26-000009 filed by Hoese & Co LLP
    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 24,359 shares
    Change vs previous 13F -8,375 shares

    11.81% of the 13F portfolio, value $15,911,445.

    13F-HR 0001840268-26-000005 filed by Hoese & Co LLP
    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 32,734 shares
    Change vs previous 13F -871 shares

    15.98% of the 13F portfolio, value $22,420,722.

    13F-HR 0001840268-26-000004 filed by Hoese & Co LLP
    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 33,605 shares
    Change vs previous 13F -214 shares

    17.19% of the 13F portfolio, value $22,491,396.

    13F-HR 0001840268-25-000017 filed by Hoese & Co LLP
    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 33,819 shares
    Change vs previous 13F -142 shares

    16.94% of the 13F portfolio, value $20,997,787.

    13F-HR 0001840268-25-000014 filed by Hoese & Co LLP
    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 33,961 shares
    Change vs previous 13F +65 shares

    16.55% of the 13F portfolio, value $19,082,254.

    13F-HR 0001840268-25-000006 filed by Hoese & Co LLP
    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 33,896 shares
    Change vs previous 13F -1,042 shares

    17.32% of the 13F portfolio, value $19,953,477.

    13F-HR 0001840268-25-000001 filed by Hoese & Co LLP
    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 34,938 shares
    Change vs previous 13F not available

    16.88% of the 13F portfolio, value $20,152,850.

    13F-HR 0001840268-24-000006 filed by Hoese & Co LLP
    Filed (acceptance time not in the bulk data set), ingested

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