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New Potomac Partners, LLC: IVV position timeline

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

New Potomac Partners, LLC held 13,192 IVV shares at 2024-09-30 per its 13F-HR filed 2024-11-08.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 13,192 shares
    Change vs previous 13F -680 shares

    3.91% of the 13F portfolio, value $7,609,410.

    13F-HR 0001731466-24-000004 filed by New Potomac Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-06-30
    13F 13,872 shares
    Change vs previous 13F -110 shares

    4.15% of the 13F portfolio, value $7,591,175.

    13F-HR 0001731466-24-000002 filed by New Potomac Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-03-31
    13F 13,982 shares
    Change vs previous 13F -114 shares

    4.08% of the 13F portfolio, value $7,350,757.

    13F-HR 0001731466-24-000001 filed by New Potomac Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-12-31
    13F 14,096 shares
    Change vs previous 13F +3 shares

    4.01% of the 13F portfolio, value $6,732,673.

    13F-HR 0001940416-24-000002 filed by New Potomac Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-09-30
    13F 14,093 shares
    Change vs previous 13F +187 shares

    4.17% of the 13F portfolio, value $6,051,957.

    13F-HR 0001731466-23-000003 filed by New Potomac Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-06-30
    13F 13,906 shares
    Change vs previous 13F -267 shares

    4.09% of the 13F portfolio, value $6,198,044.

    13F-HR 0001731466-23-000002 filed by New Potomac Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-03-31
    13F 14,173 shares
    Change vs previous 13F -738 shares

    4.04% of the 13F portfolio, value $5,826,237.

    13F-HR 0001104659-23-050140 filed by New Potomac Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2022-12-31
    13F 14,911 shares
    Change vs previous 13F not available

    4.24% of the 13F portfolio, value $5,728,955.

    13F-HR 0001104659-23-004552 filed by New Potomac Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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