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Disclosery

jvl associates llc: IVV position timeline

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

jvl associates llc held 16,423 IVV shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 16,423 shares
    Change vs previous 13F -979 shares

    3.62% of the 13F portfolio, value $12,577,555.

    13F-HR 0001915765-26-000005 filed by jvl associates llc
    Accepted , ingested

  2. period ended2026-06-30
    13F 17,402 shares
    Change vs previous 13F -540 shares

    3.7% of the 13F portfolio, value $13,032,184.

    13F-HR 0001915765-26-000004 filed by jvl associates llc
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 17,942 shares
    Change vs previous 13F +1,484 shares

    3.93% of the 13F portfolio, value $11,719,894.

    13F-HR 0001915765-26-000003 filed by jvl associates llc
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 16,458 shares
    Change vs previous 13F -84 shares

    3.67% of the 13F portfolio, value $11,272,743.

    13F-HR 0001915765-26-000001 filed by jvl associates llc
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 16,542 shares
    Change vs previous 13F +20 shares

    3.66% of the 13F portfolio, value $11,071,561.

    13F-HR 0001915765-25-000005 filed by jvl associates llc
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 16,522 shares
    Change vs previous 13F +203 shares

    3.69% of the 13F portfolio, value $10,258,510.

    13F-HR 0001915765-25-000004 filed by jvl associates llc
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 16,319 shares
    Change vs previous 13F -69 shares

    3.7% of the 13F portfolio, value $9,169,646.

    13F-HR 0001915765-25-000002 filed by jvl associates llc
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 16,388 shares
    Change vs previous 13F not available

    3.66% of the 13F portfolio, value $9,647,288.

    13F-HR 0001915765-25-000001 filed by jvl associates llc
    Filed (acceptance time not in the bulk data set), ingested

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