Lynch Investment Planning, LLC: IVV position timeline

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

Lynch Investment Planning, LLC held 452 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

period ended2026-06-30
13F 452 shares
Change vs previous 13F +1 shares
0.26% of the 13F portfolio, value $338,510.
13F-HR 0001754960-26-000556 filed by Lynch Investment Planning, LLC
Filed 2026-07-17 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 451 shares
Change vs previous 13F not available
0.26% of the 13F portfolio, value $294,609.
13F-HR 0001754960-26-000378 filed by Lynch Investment Planning, LLC
Filed 2026-05-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).