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Disclosery

Kingfisher Capital LLC: IVV position timeline

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

Kingfisher Capital LLC held 12,949 IVV shares at 2024-09-30 per its 13F-HR filed 2024-11-14.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 12,949 shares
    Change vs previous 13F -784 shares

    1.71% of the 13F portfolio, value $7,468,964.

    13F-HR 0001376474-24-000687 filed by Kingfisher Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-06-30
    13F 13,733 shares
    Change vs previous 13F -57 shares

    1.76% of the 13F portfolio, value $7,515,000.

    13F-HR 0001376474-24-000455 filed by Kingfisher Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-03-31
    13F 13,790 shares
    Change vs previous 13F -51 shares

    1.75% of the 13F portfolio, value $7,250,000.

    13F-HR 0000909012-24-000063 filed by Kingfisher Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-12-31
    13F 13,841 shares
    Change vs previous 13F +7 shares

    1.72% of the 13F portfolio, value $6,611,000.

    13F-HR 0000909012-24-000031 filed by Kingfisher Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-09-30
    13F 13,834 shares
    Change vs previous 13F -416 shares

    1.62% of the 13F portfolio, value $5,941,000.

    13F-HR 0000909012-23-000117 filed by Kingfisher Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-06-30
    13F 14,250 shares
    Change vs previous 13F -1,481 shares

    1.65% of the 13F portfolio, value $6,351,000.

    13F-HR 0000909012-23-000089 filed by Kingfisher Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-03-31
    13F 15,731 shares
    Change vs previous 13F -820 shares

    1.7% of the 13F portfolio, value $6,466,689.

    13F-HR 0000909012-23-000051 filed by Kingfisher Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2022-12-31
    13F 16,551 shares
    Change vs previous 13F not available

    1.69% of the 13F portfolio, value $6,359,000.

    13F-HR 0000909012-23-000004 filed by Kingfisher Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

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