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Moors & Cabot, Inc.: IVV position timeline

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

Moors & Cabot, Inc. held 20,474 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 20,474 shares
    Change vs previous 13F +3,531 shares

    0.6% of the 13F portfolio, value $15,332,908.

    13F-HR 0001607239-26-000010 filed by Moors & Cabot, 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 16,943 shares
    Change vs previous 13F +998 shares

    0.47% of the 13F portfolio, value $11,067,055.

    13F-HR 0001607239-26-000002 filed by Moors & Cabot, 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 15,945 shares
    Change vs previous 13F +1,491 shares

    0.47% of the 13F portfolio, value $10,921,327.

    13F-HR 0001607239-26-000001 filed by Moors & Cabot, 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 14,454 shares
    Change vs previous 13F -208 shares

    0.42% of the 13F portfolio, value $9,674,074.

    13F-HR 0001607239-25-000007 filed by Moors & Cabot, 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 14,662 shares
    Change vs previous 13F +936 shares

    0.42% of the 13F portfolio, value $9,103,786.

    13F-HR 0001085146-25-004555 filed by Moors & Cabot, 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 13,726 shares
    Change vs previous 13F -2,391 shares

    0.39% of the 13F portfolio, value $7,712,712.

    13F-HR 0001085146-25-002842 filed by Moors & Cabot, 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 16,117 shares
    Change vs previous 13F +1,588 shares

    0.45% of the 13F portfolio, value $9,487,765.

    13F-HR 0001085146-25-000904 filed by Moors & Cabot, 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 14,529 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $8,380,736.

    13F-HR 0001085146-24-005476 filed by Moors & Cabot, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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