Morse Asset Management, Inc: IVV position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Morse Asset Management, Inc on IVV, newest first. How the timeline and the estimate are built.
Morse Asset Management, Inc held 195 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-13.
the latest 13F is the newest step
- period ended2026-06-3013F 195 sharesChange vs previous 13F -28 shares
0.02% of the 13F portfolio, value $146,034.
13F-HR 0001705711-26-000006 filed by Morse Asset Management, Inc
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 223 sharesChange vs previous 13F -7 shares
0.03% of the 13F portfolio, value $145,666.
13F-HR 0001705711-26-000004 filed by Morse Asset Management, Inc
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 230 sharesChange vs previous 13F -10 shares
0.03% of the 13F portfolio, value $157,536.
13F-HR 0001705711-26-000002 filed by Morse Asset Management, Inc
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 240 sharesChange vs previous 13F -28 shares
0.03% of the 13F portfolio, value $160,632.
13F-HR 0001705711-25-000009 filed by Morse Asset Management, Inc
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 268 sharesChange vs previous 13F -2 shares
0.04% of the 13F portfolio, value $166,401.
13F-HR 0001705711-25-000006 filed by Morse Asset Management, Inc
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 270 sharesChange vs previous 13F -16 shares
0.04% of the 13F portfolio, value $151,713.
13F-HR 0001705711-25-000004 filed by Morse Asset Management, Inc
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 286 sharesChange vs previous 13F +246 shares
0.04% of the 13F portfolio, value $168,362.
13F-HR 0001705711-25-000002 filed by Morse Asset Management, Inc
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F/A 40 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $23,073.
13F-HR/A 0001705711-24-000010 filed by Morse Asset Management, Inc
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).