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Disclosery

Narwhal Capital Management: IVV position timeline

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

Narwhal Capital Management held 212,038 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 212,038 shares
    Change vs previous 13F +469 shares

    10.97% of the 13F portfolio, value $158,792,880.

    13F-HR 0001461287-26-000003 filed by Narwhal Capital Management
    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 211,569 shares
    Change vs previous 13F +1,010 shares

    10.2% of the 13F portfolio, value $138,198,877.

    13F-HR 0001461287-26-000002 filed by Narwhal Capital Management
    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 210,559 shares
    Change vs previous 13F +6,640 shares

    10.48% of the 13F portfolio, value $144,220,539.

    13F-HR 0001461287-26-000001 filed by Narwhal Capital Management
    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 203,919 shares
    Change vs previous 13F +7,490 shares

    10.11% of the 13F portfolio, value $136,483,080.

    13F-HR 0001461287-25-000005 filed by Narwhal Capital Management
    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 196,429 shares
    Change vs previous 13F +21,048 shares

    9.79% of the 13F portfolio, value $121,962,468.

    13F-HR 0001085146-25-004109 filed by Narwhal Capital Management
    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 175,381 shares
    Change vs previous 13F +7,902 shares

    8.78% of the 13F portfolio, value $98,546,686.

    13F-HR 0001085146-25-002254 filed by Narwhal Capital Management
    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 167,479 shares
    Change vs previous 13F +12,007 shares

    8.71% of the 13F portfolio, value $98,591,533.

    13F-HR 0001085146-25-000391 filed by Narwhal Capital Management
    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 155,472 shares
    Change vs previous 13F not available

    8.07% of the 13F portfolio, value $89,679,531.

    13F-HR 0001085146-24-005056 filed by Narwhal Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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