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Disclosery

J.M. Arbour, LLC: IVV position timeline

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

J.M. Arbour, LLC held 10,611 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,611 shares
    Change vs previous 13F +4,166 shares

    6.85% of the 13F portfolio, value $7,946,826.

    13F-HR 0001951757-26-001270 filed by J.M. Arbour, LLC
    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 6,445 shares
    Change vs previous 13F +1,719 shares

    4.04% of the 13F portfolio, value $4,210,231.

    13F-HR 0002099154-26-000002 filed by J.M. Arbour, LLC
    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 4,726 shares
    Change vs previous 13F not available

    3.23% of the 13F portfolio, value $3,237,323.

    13F-HR 0002099154-26-000001 filed by J.M. Arbour, LLC
    Filed (acceptance time not in the bulk data set), ingested

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