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Mengis Capital Management, Inc.: IVV position timeline

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

Mengis Capital Management, Inc. held 4,430 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,430 shares
    Change vs previous 13F -19 shares

    0.5% of the 13F portfolio, value $3,317,686.

    13F-HR 0001609674-26-000004 filed by Mengis Capital Management, Inc.
    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 4,449 shares
    Change vs previous 13F -11 shares

    0.5% of the 13F portfolio, value $2,906,255.

    13F-HR 0001609674-26-000003 filed by Mengis Capital Management, Inc.
    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 4,460 shares
    Change vs previous 13F -168 shares

    0.54% of the 13F portfolio, value $3,054,961.

    13F-HR 0001609674-26-000001 filed by Mengis Capital Management, Inc.
    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 4,628 shares
    Change vs previous 13F +4 shares

    0.61% of the 13F portfolio, value $3,097,653.

    13F-HR 0001609674-25-000006 filed by Mengis Capital Management, Inc.
    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 4,624 shares
    Change vs previous 13F -23 shares

    0.61% of the 13F portfolio, value $2,871,607.

    13F-HR 0001609674-25-000004 filed by Mengis Capital Management, Inc.
    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 4,647 shares
    Change vs previous 13F -111 shares

    0.55% of the 13F portfolio, value $2,610,870.

    13F-HR 0001609674-25-000003 filed by Mengis Capital Management, Inc.
    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 4,758 shares
    Change vs previous 13F -21 shares

    0.57% of the 13F portfolio, value $2,801,026.

    13F-HR 0001609674-25-000001 filed by Mengis Capital Management, Inc.
    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 4,779 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $2,756,741.

    13F-HR 0001609674-24-000006 filed by Mengis Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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