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NEW ENGLAND ASSET MANAGEMENT INC: IVV position timeline

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

NEW ENGLAND ASSET MANAGEMENT INC held 41,085 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 41,085 shares
    Change vs previous 13F +2,100 shares

    3.56% of the 13F portfolio, value $30,768,145.

    13F-HR 0001004244-26-000004 filed by NEW ENGLAND ASSET MANAGEMENT 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 38,985 shares
    Change vs previous 13F 0 shares

    3.24% of the 13F portfolio, value $25,465,392.

    13F-HR 0001004244-26-000003 filed by NEW ENGLAND ASSET MANAGEMENT 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 38,985 shares
    Change vs previous 13F 0 shares

    3.49% of the 13F portfolio, value $26,702,386.

    13F-HR 0001004244-26-000002 filed by NEW ENGLAND ASSET MANAGEMENT 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 38,985 shares
    Change vs previous 13F +7,750 shares

    3.41% of the 13F portfolio, value $26,092,661.

    13F-HR 0001004244-25-000004 filed by NEW ENGLAND ASSET MANAGEMENT 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 31,235 shares
    Change vs previous 13F -1,405 shares

    3.02% of the 13F portfolio, value $19,393,812.

    13F-HR 0001085146-25-005250 filed by NEW ENGLAND ASSET MANAGEMENT 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 32,640 shares
    Change vs previous 13F 0 shares

    2.98% of the 13F portfolio, value $18,340,416.

    13F-HR 0001085146-25-003314 filed by NEW ENGLAND ASSET MANAGEMENT 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 32,640 shares
    Change vs previous 13F -420 shares

    3.28% of the 13F portfolio, value $19,214,516.

    13F-HR 0001085146-25-001696 filed by NEW ENGLAND ASSET MANAGEMENT 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 33,060 shares
    Change vs previous 13F not available

    2.97% of the 13F portfolio, value $19,069,669.

    13F-HR 0001085146-24-005429 filed by NEW ENGLAND ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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