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Disclosery

Newman Dignan & Sheerar, Inc.: IVV position timeline

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

Newman Dignan & Sheerar, Inc. held 1,783 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 1,783 shares
    Change vs previous 13F 0 shares

    0.26% of the 13F portfolio, value $1,335,271.

    13F-HR 0001566493-26-000003 filed by Newman Dignan & Sheerar, 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 1,783 shares
    Change vs previous 13F +400 shares

    0.25% of the 13F portfolio, value $1,164,673.

    13F-HR 0001566493-26-000002 filed by Newman Dignan & Sheerar, 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 1,383 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $947,272.

    13F-HR 0001566493-26-000001 filed by Newman Dignan & Sheerar, 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 1,383 shares
    Change vs previous 13F -20 shares

    0.2% of the 13F portfolio, value $925,642.

    13F-HR 0001566493-25-000010 filed by Newman Dignan & Sheerar, 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 1,403 shares
    Change vs previous 13F +1,403 shares

    0.2% of the 13F portfolio, value $871,123.

    13F-HR 0001566493-25-000004 filed by Newman Dignan & Sheerar, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 0 shares
    Change vs previous 13F -1,349 shares

    13F-HR 0001566493-25-000001 filed by Newman Dignan & Sheerar, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  7. period ended2024-09-30
    13F 1,349 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $787,344.

    13F-HR 0001566493-24-000007 filed by Newman Dignan & Sheerar, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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