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Disclosery

Lindbrook Capital, LLC: IVV position timeline

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

Lindbrook Capital, LLC held 7,282 IVV shares at 2025-03-31 per its 13F-HR filed 2025-05-05.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 7,282 shares
    Change vs previous 13F -8,655 shares

    0.38% of the 13F portfolio, value $4,091,780.

    13F-HR 0001767045-25-000002 filed by Lindbrook Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 15,937 shares
    Change vs previous 13F +99 shares

    0.85% of the 13F portfolio, value $9,381,818.

    13F-HR 0001767045-25-000001 filed by Lindbrook Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 15,838 shares
    Change vs previous 13F +9,079 shares

    0.81% of the 13F portfolio, value $9,135,700.

    13F-HR 0001767045-24-000006 filed by Lindbrook Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 6,759 shares
    Change vs previous 13F +93 shares

    0.35% of the 13F portfolio, value $3,698,751.

    13F-HR 0001767045-24-000003 filed by Lindbrook Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 6,666 shares
    Change vs previous 13F -292 shares

    0.33% of the 13F portfolio, value $3,504,539.

    13F-HR 0001767045-24-000002 filed by Lindbrook Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F 6,958 shares
    Change vs previous 13F +466 shares

    0.33% of the 13F portfolio, value $3,323,370.

    13F-HR 0001767045-24-000001 filed by Lindbrook Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-09-30
    13F 6,492 shares
    Change vs previous 13F +25 shares

    0.31% of the 13F portfolio, value $2,787,878.

    13F-HR 0001767045-23-000004 filed by Lindbrook Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-06-30
    13F 6,467 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $2,882,426.

    13F-HR 0001767045-23-000003 filed by Lindbrook Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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