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LYNCH & ASSOCIATES/IN: IVV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LYNCH & ASSOCIATES/IN on IVV, newest first. How the timeline and the estimate are built.

LYNCH & ASSOCIATES/IN held 32,887 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 32,887 shares
    Change vs previous 13F -521 shares

    4.3% of the 13F portfolio, value $24,629,001.

    13F-HR 0001108965-26-000003 filed by LYNCH & ASSOCIATES/IN
    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 33,408 shares
    Change vs previous 13F +88 shares

    4.1% of the 13F portfolio, value $21,822,645.

    13F-HR 0001108965-26-000002 filed by LYNCH & ASSOCIATES/IN
    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 33,320 shares
    Change vs previous 13F -234 shares

    4.32% of the 13F portfolio, value $22,822,405.

    13F-HR 0001108965-26-000001 filed by LYNCH & ASSOCIATES/IN
    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 33,554 shares
    Change vs previous 13F -852 shares

    4.34% of the 13F portfolio, value $22,457,735.

    13F-HR 0001108965-25-000006 filed by LYNCH & ASSOCIATES/IN
    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 34,406 shares
    Change vs previous 13F +493 shares

    4.3% of the 13F portfolio, value $21,362,776.

    13F-HR 0001108965-25-000005 filed by LYNCH & ASSOCIATES/IN
    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 33,913 shares
    Change vs previous 13F +433 shares

    4.12% of the 13F portfolio, value $19,055,451.

    13F-HR 0001108965-25-000004 filed by LYNCH & ASSOCIATES/IN
    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 33,480 shares
    Change vs previous 13F -1,530 shares

    4.28% of the 13F portfolio, value $19,708,958.

    13F-HR 0001108965-25-000001 filed by LYNCH & ASSOCIATES/IN
    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 35,010 shares
    Change vs previous 13F not available

    4.27% of the 13F portfolio, value $20,194,526.

    13F-HR 0001108965-24-000004 filed by LYNCH & ASSOCIATES/IN
    Filed (acceptance time not in the bulk data set), ingested

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