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Liberty Capital Management, Inc.: IVV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Liberty Capital Management, Inc. on IVV, newest first. How the timeline and the estimate are built.

Liberty Capital Management, Inc. held 5,260 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,260 shares
    Change vs previous 13F -790 shares

    0.68% of the 13F portfolio, value $3,939,347.

    13F-HR 0001366838-26-000008 filed by Liberty Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 6,050 shares
    Change vs previous 13F -131 shares

    0.77% of the 13F portfolio, value $4,143,787.

    13F-HR 0001366838-26-000002 filed by Liberty Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 6,181 shares
    Change vs previous 13F +151 shares

    0.78% of the 13F portfolio, value $4,136,846.

    13F-HR 0001366838-25-000003 filed by Liberty Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 6,030 shares
    Change vs previous 13F -6 shares

    0.76% of the 13F portfolio, value $3,744,015.

    13F-HR 0001085146-25-003967 filed by Liberty Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 6,036 shares
    Change vs previous 13F +197 shares

    0.76% of the 13F portfolio, value $3,391,618.

    13F-HR 0001085146-25-002121 filed by Liberty Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 5,839 shares
    Change vs previous 13F +593 shares

    0.76% of the 13F portfolio, value $3,437,291.

    13F-HR 0001085146-25-000565 filed by Liberty Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 5,246 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $3,025,998.

    13F-HR 0001085146-24-005043 filed by Liberty Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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