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Money Design Co.,Ltd.: IVV position timeline

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

Money Design Co.,Ltd. held 18,161 IVV shares at 2025-06-30 per its 13F-HR filed 2025-07-31.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 18,161 shares
    Change vs previous 13F -613 shares

    0.53% of the 13F portfolio, value $11,276,000.

    13F-HR 0001721608-25-000003 filed by Money Design Co.,Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 18,774 shares
    Change vs previous 13F +51 shares

    0.53% of the 13F portfolio, value $10,549,000.

    13F-HR 0001721608-25-000002 filed by Money Design Co.,Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 18,723 shares
    Change vs previous 13F +1,243 shares

    0.57% of the 13F portfolio, value $11,065,000.

    13F-HR 0001721608-25-000001 filed by Money Design Co.,Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 17,480 shares
    Change vs previous 13F -31 shares

    0.5% of the 13F portfolio, value $10,083,000.

    13F-HR 0001721608-24-000004 filed by Money Design Co.,Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 17,511 shares
    Change vs previous 13F -122 shares

    0.52% of the 13F portfolio, value $9,583,000.

    13F-HR 0001721608-24-000003 filed by Money Design Co.,Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 17,633 shares
    Change vs previous 13F +1,525 shares

    0.5% of the 13F portfolio, value $9,270,000.

    13F-HR 0001721608-24-000002 filed by Money Design Co.,Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 16,108 shares
    Change vs previous 13F +188 shares

    0.43% of the 13F portfolio, value $7,694,000.

    13F-HR 0001721608-24-000001 filed by Money Design Co.,Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 15,920 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $6,837,000.

    13F-HR 0001721608-23-000008 filed by Money Design Co.,Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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