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Disclosery

J. R. Prunier Capital Management LLC: IVV position timeline

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

J. R. Prunier Capital Management LLC held 9,845 IVV shares at 2026-03-31 per its 13F-HR filed 2026-06-15.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 9,845 shares
    Change vs previous 13F +1,176 shares

    2.73% of the 13F portfolio, value $6,430,647.

    13F-HR 0002136331-26-000002 filed by J. R. Prunier 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 ended2025-12-31
    13F 8,669 shares
    Change vs previous 13F not available

    2.47% of the 13F portfolio, value $5,937,633.

    13F-HR 0002136331-26-000001 filed by J. R. Prunier Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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