Skip to content
Disclosery

MCMORGAN & CO LLC: IIIV position timeline

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

MCMORGAN & CO LLC held 12,151 IIIV shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,151 shares
    Change vs previous 13F -120 shares

    0.04% of the 13F portfolio, value $259,545.

    13F-HR 0001162695-26-000003 filed by MCMORGAN & CO 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 12,271 shares
    Change vs previous 13F -4,110 shares

    0.04% of the 13F portfolio, value $274,380.

    13F-HR 0001162695-26-000002 filed by MCMORGAN & CO 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 16,381 shares
    Change vs previous 13F -92,635 shares

    0.07% of the 13F portfolio, value $412,637.

    13F-HR 0001162695-26-000001 filed by MCMORGAN & CO 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 109,016 shares
    Change vs previous 13F -23,783 shares

    0.54% of the 13F portfolio, value $3,538,659.

    13F-HR 0001162695-25-000006 filed by MCMORGAN & CO 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 132,799 shares
    Change vs previous 13F -625 shares

    0.54% of the 13F portfolio, value $3,649,317.

    13F-HR 0001162695-25-000003 filed by MCMORGAN & CO 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 133,424 shares
    Change vs previous 13F -400 shares

    0.53% of the 13F portfolio, value $3,291,570.

    13F-HR 0001162695-25-000002 filed by MCMORGAN & CO 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 133,824 shares
    Change vs previous 13F +29,503 shares

    0.48% of the 13F portfolio, value $3,083,305.

    13F-HR 0001162695-25-000001 filed by MCMORGAN & CO 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 104,321 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $2,223,081.

    13F-HR 0001162695-24-000006 filed by MCMORGAN & CO LLC
    Filed (acceptance time not in the bulk data set), ingested

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