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Kooman & Associates: IVV position timeline

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

Kooman & Associates held 21,248 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,248 shares
    Change vs previous 13F +83 shares

    4.27% of the 13F portfolio, value $15,912,241.

    13F-HR 0001961850-26-000004 filed by Kooman & Associates
    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 21,165 shares
    Change vs previous 13F +342 shares

    4.12% of the 13F portfolio, value $13,825,318.

    13F-HR 0001961850-26-000003 filed by Kooman & Associates
    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 20,823 shares
    Change vs previous 13F +40 shares

    4.22% of the 13F portfolio, value $14,262,242.

    13F-HR 0001961850-26-000001 filed by Kooman & Associates
    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 20,783 shares
    Change vs previous 13F +129 shares

    4.29% of the 13F portfolio, value $13,909,925.

    13F-HR 0001961850-25-000007 filed by Kooman & Associates
    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 20,654 shares
    Change vs previous 13F -434 shares

    4.33% of the 13F portfolio, value $12,824,135.

    13F-HR 0001961850-25-000005 filed by Kooman & Associates
    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 21,088 shares
    Change vs previous 13F -353 shares

    4.35% of the 13F portfolio, value $11,849,570.

    13F-HR 0001961850-25-000004 filed by Kooman & Associates
    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 21,441 shares
    Change vs previous 13F +53 shares

    4.57% of the 13F portfolio, value $12,621,705.

    13F-HR 0001961850-25-000002 filed by Kooman & Associates
    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 21,388 shares
    Change vs previous 13F not available

    4.56% of the 13F portfolio, value $12,336,952.

    13F-HR 0001961850-24-000004 filed by Kooman & Associates
    Filed (acceptance time not in the bulk data set), ingested

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