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Disclosery

JT Stratford LLC: IVV position timeline

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

JT Stratford LLC held 15,636 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 15,636 shares
    Change vs previous 13F +1,026 shares

    1.28% of the 13F portfolio, value $11,709,306.

    13F-HR 0001689013-26-000003 filed by JT Stratford 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 14,610 shares
    Change vs previous 13F +408 shares

    1.21% of the 13F portfolio, value $9,543,355.

    13F-HR 0001689013-26-000002 filed by JT Stratford 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 14,202 shares
    Change vs previous 13F +3,037 shares

    1.25% of the 13F portfolio, value $9,727,372.

    13F-HR 0001689013-26-000001 filed by JT Stratford LLC
    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 11,165 shares
    Change vs previous 13F +1,974 shares

    1% of the 13F portfolio, value $7,472,862.

    13F-HR 0001689013-25-000008 filed by JT Stratford LLC
    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 9,191 shares
    Change vs previous 13F -108 shares

    0.86% of the 13F portfolio, value $5,706,520.

    13F-HR 0001689013-25-000004 filed by JT Stratford LLC
    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 9,299 shares
    Change vs previous 13F -2,180 shares

    0.92% of the 13F portfolio, value $5,225,031.

    13F-HR 0001689013-25-000003 filed by JT Stratford LLC
    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 11,479 shares
    Change vs previous 13F +810 shares

    1.11% of the 13F portfolio, value $6,768,144.

    13F-HR 0001689013-25-000002 filed by JT Stratford LLC
    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 10,669 shares
    Change vs previous 13F not available

    1.05% of the 13F portfolio, value $6,153,676.

    13F-HR 0001689013-24-000005 filed by JT Stratford LLC
    Filed (acceptance time not in the bulk data set), ingested

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