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Disclosery

Jentner Corp: IVV position timeline

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

Jentner Corp held 4,079 IVV shares at 2025-06-30 per its 13F-HR filed 2025-07-16.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 4,079 shares
    Change vs previous 13F 0 shares

    0.68% of the 13F portfolio, value $2,532,651.

    13F-HR 0001172661-25-002627 filed by Jentner Corp
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 4,079 shares
    Change vs previous 13F -42 shares

    0.69% of the 13F portfolio, value $2,291,990.

    13F-HR 0001172661-25-002024 filed by Jentner Corp
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 4,121 shares
    Change vs previous 13F +431 shares

    0.71% of the 13F portfolio, value $2,425,950.

    13F-HR 0001172661-25-001023 filed by Jentner Corp
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 3,690 shares
    Change vs previous 13F +1,786 shares

    0.65% of the 13F portfolio, value $2,128,466.

    13F-HR 0001172661-24-004883 filed by Jentner Corp
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 1,904 shares
    Change vs previous 13F -28 shares

    0.35% of the 13F portfolio, value $1,041,926.

    13F-HR 0001172661-24-003476 filed by Jentner Corp
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 1,932 shares
    Change vs previous 13F 0 shares

    0.36% of the 13F portfolio, value $1,015,710.

    13F-HR 0001172661-24-002378 filed by Jentner Corp
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 1,932 shares
    Change vs previous 13F 0 shares

    0.36% of the 13F portfolio, value $922,781.

    13F-HR 0001172661-24-001564 filed by Jentner Corp
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 1,932 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $829,659.

    13F-HR 0001172661-23-003824 filed by Jentner Corp
    Filed (acceptance time not in the bulk data set), ingested

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