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Disclosery

Michael & Susan Dell Foundation: IVV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Michael & Susan Dell Foundation on IVV, newest first. How the timeline and the estimate are built.

Michael & Susan Dell Foundation held 3,187,927 IVV 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 3,187,927 shares
    Change vs previous 13F 0 shares

    62.96% of the 13F portfolio, value $2,387,406,651.

    13F-HR 0001104659-26-097229 filed by Michael & Susan Dell Foundation
    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 3,187,927 shares
    Change vs previous 13F 0 shares

    73.08% of the 13F portfolio, value $2,082,385,796.

    13F-HR 0001104659-26-062560 filed by Michael & Susan Dell Foundation
    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 3,187,927 shares
    Change vs previous 13F +42,230 shares

    75.69% of the 13F portfolio, value $2,183,538,719.

    13F-HR 0001104659-26-016582 filed by Michael & Susan Dell Foundation
    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 3,145,697 shares
    Change vs previous 13F 0 shares

    85.83% of the 13F portfolio, value $2,105,415,002.

    13F-HR 0001104659-25-112559 filed by Michael & Susan Dell Foundation
    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 3,145,697 shares
    Change vs previous 13F +147,100 shares

    84.75% of the 13F portfolio, value $1,953,163,267.

    13F-HR 0001104659-25-078621 filed by Michael & Susan Dell Foundation
    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 2,998,597 shares
    Change vs previous 13F +1,017,168 shares

    86.19% of the 13F portfolio, value $1,684,911,654.

    13F-HR 0001104659-25-049507 filed by Michael & Susan Dell Foundation
    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 1,981,429 shares
    Change vs previous 13F +1,439,325 shares

    62.55% of the 13F portfolio, value $1,166,427,624.

    13F-HR 0001104659-25-014115 filed by Michael & Susan Dell Foundation
    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 542,104 shares
    Change vs previous 13F not available

    22.28% of the 13F portfolio, value $312,696,429.

    13F-HR 0001104659-24-119250 filed by Michael & Susan Dell Foundation
    Filed (acceptance time not in the bulk data set), ingested

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