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McAdam, LLC: IVV position timeline

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

McAdam, LLC held 33,698 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 33,698 shares
    Change vs previous 13F -3,551 shares

    0.97% of the 13F portfolio, value $25,236,350.

    13F-HR 0001580642-26-004862 filed by McAdam, 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 37,249 shares
    Change vs previous 13F -664 shares

    1.1% of the 13F portfolio, value $24,331,288.

    13F-HR 0001580642-26-003102 filed by McAdam, 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 37,913 shares
    Change vs previous 13F -356 shares

    1.19% of the 13F portfolio, value $25,967,830.

    13F-HR 0001580642-26-001071 filed by McAdam, 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 38,269 shares
    Change vs previous 13F -435 shares

    1.26% of the 13F portfolio, value $25,613,164.

    13F-HR 0001580642-25-006815 filed by McAdam, 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 38,704 shares
    Change vs previous 13F +703 shares

    1.32% of the 13F portfolio, value $24,031,165.

    13F-HR 0001580642-25-004274 filed by McAdam, 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 38,001 shares
    Change vs previous 13F -3,618 shares

    1.32% of the 13F portfolio, value $21,352,518.

    13F-HR 0001580642-25-003207 filed by McAdam, 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 41,619 shares
    Change vs previous 13F +849 shares

    1.34% of the 13F portfolio, value $24,500,549.

    13F-HR 0001580642-25-000421 filed by McAdam, LLC
    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 40,770 shares
    Change vs previous 13F not available

    1.32% of the 13F portfolio, value $23,516,720.

    13F-HR 0001580642-24-006273 filed by McAdam, LLC
    Filed (acceptance time not in the bulk data set), ingested

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