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Disclosery

L.M. KOHN & COMPANY: IVV position timeline

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

L.M. KOHN & COMPANY held 582 IVV shares at 2025-09-30 per its 13F-HR filed 2025-11-04.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 582 shares
    Change vs previous 13F -272 shares

    0.47% of the 13F portfolio, value $389,533.

    13F-HR 0001214659-25-015817 filed by L.M. KOHN & COMPANY
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 854 shares
    Change vs previous 13F -718 shares

    0.14% of the 13F portfolio, value $530,045.

    13F-HR 0001214659-25-011375 filed by L.M. KOHN & COMPANY
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 1,572 shares
    Change vs previous 13F +113 shares

    0.23% of the 13F portfolio, value $883,164.

    13F-HR 0001214659-25-006185 filed by L.M. KOHN & COMPANY
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 1,459 shares
    Change vs previous 13F -77 shares

    0.22% of the 13F portfolio, value $859,089.

    13F-HR 0001214659-25-001603 filed by L.M. KOHN & COMPANY
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 1,536 shares
    Change vs previous 13F +391 shares

    0.22% of the 13F portfolio, value $885,926.

    13F-HR 0001214659-24-019201 filed by L.M. KOHN & COMPANY
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 1,145 shares
    Change vs previous 13F -182 shares

    0.18% of the 13F portfolio, value $651,204.

    13F-HR 0001214659-24-013256 filed by L.M. KOHN & COMPANY
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 1,327 shares
    Change vs previous 13F -73 shares

    0.2% of the 13F portfolio, value $697,644.

    13F-HR 0001214659-24-007537 filed by L.M. KOHN & COMPANY
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 1,400 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $668,682.

    13F-HR 0001214659-24-002225 filed by L.M. KOHN & COMPANY
    Filed (acceptance time not in the bulk data set), ingested

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