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Knollwood Investment Advisory, LLC: IVV position timeline

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

Knollwood Investment Advisory, LLC held 709 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 709 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $530,963.

    13F-HR 0001999346-26-000004 filed by Knollwood Investment Advisory, 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 709 shares
    Change vs previous 13F +41 shares

    0.05% of the 13F portfolio, value $463,126.

    13F-HR 0001999346-26-000003 filed by Knollwood Investment Advisory, 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 668 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $457,540.

    13F-HR 0001999346-26-000002 filed by Knollwood Investment Advisory, 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 668 shares
    Change vs previous 13F +173 shares

    0.04% of the 13F portfolio, value $447,092.

    13F-HR 0001999346-25-000002 filed by Knollwood Investment Advisory, 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 495 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $307,346.

    13F-HR 0001085146-25-005040 filed by Knollwood Investment Advisory, 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 495 shares
    Change vs previous 13F +60 shares

    0.03% of the 13F portfolio, value $278,141.

    13F-HR 0001085146-25-003079 filed by Knollwood Investment Advisory, 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 435 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $256,076.

    13F-HR 0001085146-25-001483 filed by Knollwood Investment Advisory, 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 435 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $250,917.

    13F-HR 0001085146-24-005722 filed by Knollwood Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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