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Disclosery

LVZ, Inc.: IVV position timeline

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

LVZ, Inc. held 8,927 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,927 shares
    Change vs previous 13F +1,666 shares

    0.68% of the 13F portfolio, value $6,685,059.

    13F-HR 0000905729-26-000131 filed by LVZ, 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 7,261 shares
    Change vs previous 13F -1,028 shares

    0.54% of the 13F portfolio, value $4,743,238.

    13F-HR 0000905729-26-000087 filed by LVZ, 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/A 8,289 shares
    Change vs previous 13F -2,947 shares

    0.63% of the 13F portfolio, value $5,677,603.

    13F-HR/A 0000905729-26-000036 filed by LVZ, 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 11,236 shares
    Change vs previous 13F +1,046 shares

    0.85% of the 13F portfolio, value $7,520,110.

    13F-HR 0000905729-25-000173 filed by LVZ, 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 10,190 shares
    Change vs previous 13F +3,397 shares

    0.76% of the 13F portfolio, value $6,326,803.

    13F-HR 0000905729-25-000121 filed by LVZ, 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 6,793 shares
    Change vs previous 13F -2,376 shares

    0.5% of the 13F portfolio, value $3,816,988.

    13F-HR 0000905729-25-000078 filed by LVZ, 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 9,169 shares
    Change vs previous 13F -460 shares

    0.69% of the 13F portfolio, value $5,397,499.

    13F-HR 0000905729-25-000026 filed by LVZ, 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 9,629 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $5,554,427.

    13F-HR 0000905729-24-000161 filed by LVZ, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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