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MidAtlantic Capital Management, Inc.: IVV position timeline

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

MidAtlantic Capital Management, Inc. held 19,649 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,649 shares
    Change vs previous 13F -309 shares

    9.14% of the 13F portfolio, value $14,714,940.

    13F-HR 0002042068-26-000007 filed by MidAtlantic 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 19,958 shares
    Change vs previous 13F +91 shares

    8.99% of the 13F portfolio, value $13,036,765.

    13F-HR 0002042068-26-000002 filed by MidAtlantic 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 19,867 shares
    Change vs previous 13F +237 shares

    8.71% of the 13F portfolio, value $13,607,703.

    13F-HR 0002042068-26-000001 filed by MidAtlantic 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 19,630 shares
    Change vs previous 13F 0 shares

    8.97% of the 13F portfolio, value $13,138,359.

    13F-HR 0002042068-25-000006 filed by MidAtlantic 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 19,630 shares
    Change vs previous 13F +1,943 shares

    8.65% of the 13F portfolio, value $12,188,267.

    13F-HR 0002042068-25-000003 filed by MidAtlantic 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 17,687 shares
    Change vs previous 13F +856 shares

    7.81% of the 13F portfolio, value $9,938,325.

    13F-HR 0002042068-25-000002 filed by MidAtlantic 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 16,831 shares
    Change vs previous 13F +601 shares

    7.26% of the 13F portfolio, value $9,908,073.

    13F-HR 0002042068-25-000001 filed by MidAtlantic 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 16,230 shares
    Change vs previous 13F not available

    6.84% of the 13F portfolio, value $9,361,789.

    13F-HR 0002042068-24-000001 filed by MidAtlantic Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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