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Disclosery

M1 Capital Management LLC: IVV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of M1 Capital Management LLC on IVV, newest first. How the timeline and the estimate are built.

M1 Capital Management LLC held 4,623 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,623 shares
    Change vs previous 13F -20 shares

    1.28% of the 13F portfolio, value $3,462,458.

    13F-HR 0001976157-26-000004 filed by M1 Capital Management LLC
    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 4,643 shares
    Change vs previous 13F -47 shares

    1.4% of the 13F portfolio, value $3,033,150.

    13F-HR 0001976157-26-000002 filed by M1 Capital Management LLC
    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 4,690 shares
    Change vs previous 13F -726 shares

    1.34% of the 13F portfolio, value $3,212,679.

    13F-HR 0001976157-26-000001 filed by M1 Capital Management LLC
    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 5,416 shares
    Change vs previous 13F -230 shares

    1.56% of the 13F portfolio, value $3,625,232.

    13F-HR 0001976157-25-000008 filed by M1 Capital Management LLC
    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 5,646 shares
    Change vs previous 13F +308 shares

    1.77% of the 13F portfolio, value $3,505,517.

    13F-HR 0001976157-25-000004 filed by M1 Capital Management LLC
    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 5,338 shares
    Change vs previous 13F -208 shares

    1.88% of the 13F portfolio, value $2,999,564.

    13F-HR 0001976157-25-000003 filed by M1 Capital Management LLC
    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 5,546 shares
    Change vs previous 13F not available

    1.76% of the 13F portfolio, value $3,264,613.

    13F-HR 0001976157-25-000002 filed by M1 Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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