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Disclosery

L.K. Benson & Company, P.C.: IVV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of L.K. Benson & Company, P.C. on IVV, newest first. How the timeline and the estimate are built.

L.K. Benson & Company, P.C. held 5,947 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,947 shares
    Change vs previous 13F -134 shares

    1.34% of the 13F portfolio, value $4,452,600.

    13F-HR 0002055235-26-000004 filed by L.K. Benson & Company, P.C.
    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 6,081 shares
    Change vs previous 13F +63 shares

    1.31% of the 13F portfolio, value $3,971,175.

    13F-HR 0002055235-26-000002 filed by L.K. Benson & Company, P.C.
    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 6,018 shares
    Change vs previous 13F -770 shares

    2.07% of the 13F portfolio, value $4,121,628.

    13F-HR 0002055235-26-000001 filed by L.K. Benson & Company, P.C.
    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 6,788 shares
    Change vs previous 13F +3,160 shares

    2.45% of the 13F portfolio, value $4,543,535.

    13F-HR 0002055235-25-000002 filed by L.K. Benson & Company, P.C.
    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 3,628 shares
    Change vs previous 13F +1,033 shares

    1.38% of the 13F portfolio, value $2,252,826.

    13F-HR 0001085146-25-004077 filed by L.K. Benson & Company, P.C.
    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 2,595 shares
    Change vs previous 13F +1,466 shares

    1.01% of the 13F portfolio, value $1,458,060.

    13F-HR 0001085146-25-002346 filed by L.K. Benson & Company, P.C.
    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 1,129 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $664,870.

    13F-HR 0001085146-25-000955 filed by L.K. Benson & Company, P.C.
    Filed (acceptance time not in the bulk data set), ingested

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