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Mullaney, Keating & Wright, Inc.: IVV position timeline

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

Mullaney, Keating & Wright, Inc. held 4,928 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,928 shares
    Change vs previous 13F +120 shares

    1.78% of the 13F portfolio, value $3,690,472.

    13F-HR 0002085853-26-000716 filed by Mullaney, Keating & Wright, 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 4,808 shares
    Change vs previous 13F +17 shares

    1.71% of the 13F portfolio, value $3,140,696.

    13F-HR 0002085853-26-000620 filed by Mullaney, Keating & Wright, 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 4,791 shares
    Change vs previous 13F +2,441 shares

    1.73% of the 13F portfolio, value $3,281,625.

    13F-HR 0002085853-26-000619 filed by Mullaney, Keating & Wright, 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 2,350 shares
    Change vs previous 13F +19 shares

    0.87% of the 13F portfolio, value $1,572,691.

    13F-HR 0002085853-26-000618 filed by Mullaney, Keating & Wright, 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 2,331 shares
    Change vs previous 13F +27 shares

    0.95% of the 13F portfolio, value $1,447,289.

    13F-HR 0002085853-26-000617 filed by Mullaney, Keating & Wright, 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 2,304 shares
    Change vs previous 13F -240 shares

    0.87% of the 13F portfolio, value $1,294,622.

    13F-HR 0002085853-26-000616 filed by Mullaney, Keating & Wright, 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 2,544 shares
    Change vs previous 13F -74 shares

    1.01% of the 13F portfolio, value $1,497,396.

    13F-HR 0002085853-26-000615 filed by Mullaney, Keating & Wright, 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 2,618 shares
    Change vs previous 13F not available

    1.05% of the 13F portfolio, value $1,510,349.

    13F-HR 0002085853-26-000614 filed by Mullaney, Keating & Wright, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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