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Kraft, Davis & Associates, LLC: IVV position timeline

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

Kraft, Davis & Associates, LLC held 31,045 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,045 shares
    Change vs previous 13F +50 shares

    4.85% of the 13F portfolio, value $23,211,935.

    13F-HR 0001919438-26-000009 filed by Kraft, Davis & Associates, 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 30,995 shares
    Change vs previous 13F -1,163 shares

    4.77% of the 13F portfolio, value $22,377,911.

    13F-HR 0001919438-26-000005 filed by Kraft, Davis & Associates, 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 32,158 shares
    Change vs previous 13F -1,622 shares

    5.02% of the 13F portfolio, value $22,403,434.

    13F-HR 0001919438-26-000002 filed by Kraft, Davis & Associates, 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 33,780 shares
    Change vs previous 13F -939 shares

    5.55% of the 13F portfolio, value $22,803,295.

    13F-HR 0001919438-25-000008 filed by Kraft, Davis & Associates, 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 34,719 shares
    Change vs previous 13F -897 shares

    6.1% of the 13F portfolio, value $22,217,870.

    13F-HR 0001085146-25-004232 filed by Kraft, Davis & Associates, 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 35,616 shares
    Change vs previous 13F -383 shares

    6.07% of the 13F portfolio, value $18,829,224.

    13F-HR 0001085146-25-002305 filed by Kraft, Davis & Associates, 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 35,999 shares
    Change vs previous 13F +1,411 shares

    6.23% of the 13F portfolio, value $21,817,015.

    13F-HR 0001085146-25-001214 filed by Kraft, Davis & Associates, 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 34,588 shares
    Change vs previous 13F not available

    5.91% of the 13F portfolio, value $19,831,507.

    13F-HR 0001085146-24-005450 filed by Kraft, Davis & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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