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Disclosery

Lourd Capital, LLC: IVV position timeline

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

Lourd Capital, LLC held 4,459 IVV shares at 2019-06-30 per its 13F-HR filed 2019-07-11.

the latest 13F is the newest step

  1. period ended2019-06-30
    13F 4,459 shares
    Change vs previous 13F -1 shares

    0.12% of the 13F portfolio, value $1,314,000.

    13F-HR 0001085146-19-001850 filed by Lourd 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 ended2019-03-31
    13F 4,460 shares
    Change vs previous 13F -300 shares

    0.12% of the 13F portfolio, value $1,269,000.

    13F-HR 0001085146-19-001182 filed by Lourd 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 ended2018-12-31
    13F 4,760 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $1,198,000.

    13F-HR 0001085146-19-000185 filed by Lourd 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 ended2018-09-30
    13F 4,760 shares
    Change vs previous 13F +4,760 shares

    0.09% of the 13F portfolio, value $1,393,000.

    13F-HR 0001085146-18-002276 filed by Lourd 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 ended2018-03-31
    13F 0 shares
    Change vs previous 13F -2,929 shares

    13F-HR 0001085146-18-001055 filed by Lourd Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  6. period ended2017-12-31
    13F 2,929 shares
    Change vs previous 13F +613 shares

    0.05% of the 13F portfolio, value $787,000.

    13F-HR 0001085146-18-000205 filed by Lourd 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 ended2017-09-30
    13F 2,316 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $586,000.

    13F-HR 0001085146-17-002029 filed by Lourd Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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