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Disclosery

Navigoe, LLC: IVV position timeline

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

Navigoe, LLC held 12,752 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 12,752 shares
    Change vs previous 13F +482 shares

    4.99% of the 13F portfolio, value $9,549,000.

    13F-HR 0002056100-26-000003 filed by Navigoe, LLC
    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 12,270 shares
    Change vs previous 13F +1,359 shares

    4.73% of the 13F portfolio, value $8,014,000.

    13F-HR 0002056100-26-000002 filed by Navigoe, LLC
    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 10,911 shares
    Change vs previous 13F +23 shares

    4.61% of the 13F portfolio, value $7,473,000.

    13F-HR 0002056100-26-000001 filed by Navigoe, LLC
    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 10,888 shares
    Change vs previous 13F +1,725 shares

    4.65% of the 13F portfolio, value $7,287,000.

    13F-HR 0002056100-25-000005 filed by Navigoe, LLC
    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 9,163 shares
    Change vs previous 13F +3,688 shares

    4.29% of the 13F portfolio, value $5,689,000.

    13F-HR 0002056100-25-000003 filed by Navigoe, LLC
    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 5,475 shares
    Change vs previous 13F +5,409 shares

    2.66% of the 13F portfolio, value $3,076,000.

    13F-HR 0001842974-25-000014 filed by Navigoe, LLC
    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 66 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $38,000.

    13F-HR 0002056100-25-000001 filed by Navigoe, LLC
    Filed (acceptance time not in the bulk data set), ingested

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