Skip to content
Disclosery

Kaye Capital Management: IVV position timeline

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

Kaye Capital Management held 65,555 IVV shares at 2025-06-30 per its 13F-HR filed 2025-08-12.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 65,555 shares
    Change vs previous 13F -4,091 shares

    15.65% of the 13F portfolio, value $40,703,100.

    13F-HR 0001111797-25-000006 filed by Kaye Capital Management
    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 69,646 shares
    Change vs previous 13F -360 shares

    15.97% of the 13F portfolio, value $39,134,146.

    13F-HR 0001111797-25-000004 filed by Kaye Capital Management
    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 70,006 shares
    Change vs previous 13F -451 shares

    18.69% of the 13F portfolio, value $41,211,345.

    13F-HR 0001111797-25-000002 filed by Kaye Capital Management
    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 70,457 shares
    Change vs previous 13F +103 shares

    16.29% of the 13F portfolio, value $40,640,790.

    13F-HR 0001111797-24-000007 filed by Kaye Capital Management
    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 70,354 shares
    Change vs previous 13F +559 shares

    16.21% of the 13F portfolio, value $38,500,061.

    13F-HR 0001111797-24-000006 filed by Kaye Capital Management
    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 69,795 shares
    Change vs previous 13F -815 shares

    16% of the 13F portfolio, value $36,693,552.

    13F-HR 0001111797-24-000004 filed by Kaye Capital Management
    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 70,610 shares
    Change vs previous 13F -974 shares

    15.39% of the 13F portfolio, value $34,404,139.

    13F-HR 0001111797-24-000002 filed by Kaye Capital Management
    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 71,584 shares
    Change vs previous 13F not available

    14.09% of the 13F portfolio, value $30,740,108.

    13F-HR 0001085146-23-004123 filed by Kaye Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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