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Disclosery

Maryland Capital Management: IVV position timeline

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

Maryland Capital Management held 13,336 IVV shares at 2022-09-30 per its 13F-HR filed 2022-11-14.

the latest 13F is the newest step

  1. period ended2022-09-30
    13F 13,336 shares
    Change vs previous 13F +336 shares

    0.4% of the 13F portfolio, value $4,783,000.

    13F-HR 0001062993-22-021956 filed by Maryland Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2022-06-30
    13F 13,000 shares
    Change vs previous 13F +240 shares

    0.39% of the 13F portfolio, value $4,929,000.

    13F-HR 0001062993-22-017721 filed by Maryland Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2022-03-31
    13F 12,760 shares
    Change vs previous 13F +1,337 shares

    0.36% of the 13F portfolio, value $5,789,000.

    13F-HR 0001062993-22-012233 filed by Maryland Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2021-12-31
    13F 11,423 shares
    Change vs previous 13F +1,339 shares

    0.29% of the 13F portfolio, value $5,448,000.

    13F-HR 0001062993-22-003714 filed by Maryland Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2021-09-30
    13F 10,084 shares
    Change vs previous 13F -893 shares

    0.26% of the 13F portfolio, value $4,344,000.

    13F-HR 0001062993-21-010641 filed by Maryland Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2021-06-30
    13F 10,977 shares
    Change vs previous 13F +72 shares

    0.28% of the 13F portfolio, value $4,719,000.

    13F-HR 0001062993-21-007440 filed by Maryland Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2021-03-31
    13F 10,905 shares
    Change vs previous 13F -1,387 shares

    0.29% of the 13F portfolio, value $4,338,000.

    13F-HR 0001062993-21-004382 filed by Maryland Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2020-12-31
    13F 12,292 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $4,614,000.

    13F-HR 0001062993-21-001259 filed by Maryland Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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