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Disclosery

MOTCO: IVV position timeline

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

MOTCO held 5,527 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,527 shares
    Change vs previous 13F -241 shares

    0.35% of the 13F portfolio, value $4,139,115.

    13F-HR 0001306333-26-000006 filed by MOTCO
    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 5,768 shares
    Change vs previous 13F -1,668 shares

    0.35% of the 13F portfolio, value $3,767,715.

    13F-HR 0001306333-26-000004 filed by MOTCO
    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 7,436 shares
    Change vs previous 13F +764 shares

    0.46% of the 13F portfolio, value $5,093,214.

    13F-HR 0001306333-26-000002 filed by MOTCO
    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 6,672 shares
    Change vs previous 13F +343 shares

    0.41% of the 13F portfolio, value $4,465,570.

    13F-HR 0001306333-25-000009 filed by MOTCO
    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 6,329 shares
    Change vs previous 13F -8,722 shares

    0.38% of the 13F portfolio, value $4,018,283.

    13F-HR 0001306333-25-000006 filed by MOTCO
    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 15,051 shares
    Change vs previous 13F +4,723 shares

    0.89% of the 13F portfolio, value $8,457,157.

    13F-HR 0001306333-25-000004 filed by MOTCO
    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 10,328 shares
    Change vs previous 13F +558 shares

    0.62% of the 13F portfolio, value $6,079,887.

    13F-HR 0001306333-25-000002 filed by MOTCO
    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 9,770 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $5,635,531.

    13F-HR 0001306333-24-000008 filed by MOTCO
    Filed (acceptance time not in the bulk data set), ingested

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