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Kohmann Bosshard Financial Services, LLC: IVV position timeline

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

Kohmann Bosshard Financial Services, LLC held 6,288 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,288 shares
    Change vs previous 13F -29 shares

    0.4% of the 13F portfolio, value $4,709,020.

    13F-HR 0001696615-26-000004 filed by Kohmann Bosshard Financial Services, 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/A 6,317 shares
    Change vs previous 13F 0 shares

    0.4% of the 13F portfolio, value $4,126,328.

    13F-HR/A 0001696615-26-000003 filed by Kohmann Bosshard Financial Services, 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 6,317 shares
    Change vs previous 13F -38 shares

    0.39% of the 13F portfolio, value $4,326,777.

    13F-HR 0001696615-26-000001 filed by Kohmann Bosshard Financial Services, 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 6,355 shares
    Change vs previous 13F +1,406 shares

    0.44% of the 13F portfolio, value $4,253,404.

    13F-HR 0001696615-25-000007 filed by Kohmann Bosshard Financial Services, 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 4,949 shares
    Change vs previous 13F 0 shares

    0.34% of the 13F portfolio, value $3,072,834.

    13F-HR 0001696615-25-000003 filed by Kohmann Bosshard Financial Services, 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 4,949 shares
    Change vs previous 13F 0 shares

    0.33% of the 13F portfolio, value $2,780,843.

    13F-HR 0001696615-25-000002 filed by Kohmann Bosshard Financial Services, 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 4,949 shares
    Change vs previous 13F +143 shares

    0.35% of the 13F portfolio, value $2,913,377.

    13F-HR 0001696615-25-000001 filed by Kohmann Bosshard Financial Services, 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 4,806 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $2,772,197.

    13F-HR 0001754960-24-000510 filed by Kohmann Bosshard Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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