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INSIGHT 2811, INC.: IVV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of INSIGHT 2811, INC. on IVV, newest first. How the timeline and the estimate are built.

INSIGHT 2811, INC. held 33,016 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 33,016 shares
    Change vs previous 13F -42 shares

    10.01% of the 13F portfolio, value $24,725,471.

    13F-HR 0001334952-26-000007 filed by INSIGHT 2811, INC.
    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 33,058 shares
    Change vs previous 13F +956 shares

    9.39% of the 13F portfolio, value $21,593,853.

    13F-HR 0001334952-26-000005 filed by INSIGHT 2811, INC.
    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 32,102 shares
    Change vs previous 13F -12 shares

    9.71% of the 13F portfolio, value $21,987,826.

    13F-HR 0001334952-26-000003 filed by INSIGHT 2811, INC.
    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 32,114 shares
    Change vs previous 13F +1,099 shares

    9.58% of the 13F portfolio, value $21,494,257.

    13F-HR 0001334952-25-000012 filed by INSIGHT 2811, INC.
    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 31,015 shares
    Change vs previous 13F +6,493 shares

    9.12% of the 13F portfolio, value $19,257,234.

    13F-HR 0001580642-25-005033 filed by INSIGHT 2811, INC.
    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 24,522 shares
    Change vs previous 13F +3,225 shares

    7% of the 13F portfolio, value $13,779,342.

    13F-HR 0001580642-25-003064 filed by INSIGHT 2811, INC.
    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 21,297 shares
    Change vs previous 13F +2,458 shares

    6.46% of the 13F portfolio, value $12,537,666.

    13F-HR 0001580642-25-000960 filed by INSIGHT 2811, INC.
    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 18,839 shares
    Change vs previous 13F not available

    5.41% of the 13F portfolio, value $10,867,261.

    13F-HR 0001580642-24-006738 filed by INSIGHT 2811, INC.
    Filed (acceptance time not in the bulk data set), ingested

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