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LOCKERMAN FINANCIAL GROUP, INC.: IVV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LOCKERMAN FINANCIAL GROUP, INC. on IVV, newest first. How the timeline and the estimate are built.

LOCKERMAN FINANCIAL GROUP, INC. held 4,043 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,043 shares
    Change vs previous 13F +1,748 shares

    4.63% of the 13F portfolio, value $3,028,236.

    13F-HR 0001906539-26-000004 filed by LOCKERMAN FINANCIAL GROUP, INC.
    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 2,295 shares
    Change vs previous 13F +663 shares

    2.7% of the 13F portfolio, value $1,499,371.

    13F-HR 0001906539-26-000002 filed by LOCKERMAN FINANCIAL GROUP, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 1,632 shares
    Change vs previous 13F -1,051 shares

    2.14% of the 13F portfolio, value $1,117,922.

    13F-HR 0001906539-26-000001 filed by LOCKERMAN FINANCIAL GROUP, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 2,683 shares
    Change vs previous 13F +105 shares

    2.26% of the 13F portfolio, value $1,796,288.

    13F-HR 0001906539-25-000002 filed by LOCKERMAN FINANCIAL GROUP, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 2,578 shares
    Change vs previous 13F -521 shares

    2.16% of the 13F portfolio, value $1,601,032.

    13F-HR 0001085146-25-003960 filed by LOCKERMAN FINANCIAL GROUP, INC.
    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 3,099 shares
    Change vs previous 13F +269 shares

    2.63% of the 13F portfolio, value $1,741,492.

    13F-HR 0001085146-25-002162 filed by LOCKERMAN FINANCIAL GROUP, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 2,830 shares
    Change vs previous 13F +252 shares

    2.84% of the 13F portfolio, value $1,665,959.

    13F-HR 0001085146-25-000301 filed by LOCKERMAN FINANCIAL GROUP, INC.
    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 2,578 shares
    Change vs previous 13F not available

    2.52% of the 13F portfolio, value $1,487,557.

    13F-HR 0001085146-24-004910 filed by LOCKERMAN FINANCIAL GROUP, INC.
    Filed (acceptance time not in the bulk data set), ingested

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