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KG Capital Management: IVV position timeline

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

KG Capital Management held 2,074 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,074 shares
    Change vs previous 13F -154 shares

    0.92% of the 13F portfolio, value $1,552,831.

    13F-HR 0001771687-26-000006 filed by KG 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 ended2026-03-31
    13F 2,228 shares
    Change vs previous 13F -404 shares

    1.04% of the 13F portfolio, value $1,455,148.

    13F-HR 0001771687-26-000004 filed by KG 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 ended2025-12-31
    13F 2,632 shares
    Change vs previous 13F +1 shares

    0.47% of the 13F portfolio, value $1,803,028.

    13F-HR 0001771687-26-000001 filed by KG 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 ended2025-09-30
    13F 2,631 shares
    Change vs previous 13F -250 shares

    0.48% of the 13F portfolio, value $1,760,848.

    13F-HR 0001771687-25-000002 filed by KG 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 ended2025-06-30
    13F 2,881 shares
    Change vs previous 13F -77 shares

    0.53% of the 13F portfolio, value $1,788,728.

    13F-HR 0001085146-25-003909 filed by KG 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 ended2025-03-31
    13F 2,958 shares
    Change vs previous 13F +92 shares

    0.54% of the 13F portfolio, value $1,661,872.

    13F-HR 0001085146-25-002294 filed by KG 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 ended2024-12-31
    13F 2,866 shares
    Change vs previous 13F -6 shares

    0.54% of the 13F portfolio, value $1,687,368.

    13F-HR 0001085146-25-000448 filed by KG 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 ended2024-09-30
    13F 2,872 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $1,656,473.

    13F-HR 0001085146-24-005221 filed by KG Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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