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LGL PARTNERS, LLC: IVV position timeline

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

LGL PARTNERS, LLC held 39,462 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 39,462 shares
    Change vs previous 13F +158 shares

    10.81% of the 13F portfolio, value $29,553,027.

    13F-HR 0001653202-26-000003 filed by LGL PARTNERS, 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 39,304 shares
    Change vs previous 13F +3,421 shares

    10.57% of the 13F portfolio, value $25,673,925.

    13F-HR 0001653202-26-000002 filed by LGL PARTNERS, 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 35,883 shares
    Change vs previous 13F -86 shares

    10.49% of the 13F portfolio, value $24,577,942.

    13F-HR 0001653202-26-000001 filed by LGL PARTNERS, 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 35,969 shares
    Change vs previous 13F -2,476 shares

    10.25% of the 13F portfolio, value $24,073,932.

    13F-HR 0001653202-25-000005 filed by LGL PARTNERS, 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 38,445 shares
    Change vs previous 13F -4,387 shares

    10.84% of the 13F portfolio, value $24,429,472.

    13F-HR 0001653202-25-000003 filed by LGL PARTNERS, 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 42,832 shares
    Change vs previous 13F -66,902 shares

    11.61% of the 13F portfolio, value $24,067,553.

    13F-HR 0001653202-25-000002 filed by LGL PARTNERS, 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 109,734 shares
    Change vs previous 13F -9,553 shares

    9.38% of the 13F portfolio, value $64,598,225.

    13F-HR 0000919574-25-000807 filed by LGL PARTNERS, 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 119,287 shares
    Change vs previous 13F not available

    9.66% of the 13F portfolio, value $68,806,905.

    13F-HR 0000919574-24-006273 filed by LGL PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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