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Disclosery

HYMAN CHARLES D: IVV position timeline

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

HYMAN CHARLES D held 3,108 IVV shares at 2024-06-30 per its 13F-HR filed 2024-07-25.

the latest 13F is the newest step

  1. period ended2024-06-30
    13F 3,108 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $1,701,000.

    13F-HR 0001135077-24-000003 filed by HYMAN CHARLES D
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-03-31
    13F 3,108 shares
    Change vs previous 13F +3 shares

    0.09% of the 13F portfolio, value $1,634,000.

    13F-HR 0001135077-24-000002 filed by HYMAN CHARLES D
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2023-12-31
    13F 3,105 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $1,483,000.

    13F-HR 0001135077-24-000001 filed by HYMAN CHARLES D
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-09-30
    13F 3,105 shares
    Change vs previous 13F +87 shares

    0.09% of the 13F portfolio, value $1,333,000.

    13F-HR 0001135077-23-000004 filed by HYMAN CHARLES D
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-06-30
    13F 3,018 shares
    Change vs previous 13F +201 shares

    0.08% of the 13F portfolio, value $1,345,000.

    13F-HR 0001135077-23-000003 filed by HYMAN CHARLES D
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-03-31
    13F 2,817 shares
    Change vs previous 13F -50 shares

    0.08% of the 13F portfolio, value $1,158,000.

    13F-HR 0001135077-23-000002 filed by HYMAN CHARLES D
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2022-12-31
    13F 2,867 shares
    Change vs previous 13F +55 shares

    0.08% of the 13F portfolio, value $1,102,000.

    13F-HR 0001135077-23-000001 filed by HYMAN CHARLES D
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2022-09-30
    13F 2,812 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,009,000.

    13F-HR 0001135077-22-000004 filed by HYMAN CHARLES D
    Filed (acceptance time not in the bulk data set), ingested

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