Skip to content
Disclosery

Next Capital Management LLC: IVV position timeline

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

Next Capital Management LLC held 72,466 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 72,466 shares
    Change vs previous 13F +1,867 shares

    14.65% of the 13F portfolio, value $54,269,275.

    13F-HR 0001437749-26-025432 filed by Next Capital Management 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 70,599 shares
    Change vs previous 13F +765 shares

    13.97% of the 13F portfolio, value $46,115,840.

    13F-HR 0001437749-26-015365 filed by Next Capital Management 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 69,834 shares
    Change vs previous 13F +1,135 shares

    15.31% of the 13F portfolio, value $47,832,403.

    13F-HR 0001437749-26-003766 filed by Next Capital Management 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 68,699 shares
    Change vs previous 13F +4,550 shares

    15.35% of the 13F portfolio, value $45,979,986.

    13F-HR 0001437749-25-033205 filed by Next Capital Management 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 64,149 shares
    Change vs previous 13F +5,564 shares

    14.72% of the 13F portfolio, value $39,829,910.

    13F-HR 0001437749-25-024802 filed by Next Capital Management 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 58,585 shares
    Change vs previous 13F +1,353 shares

    15.79% of the 13F portfolio, value $32,919,012.

    13F-HR 0001437749-25-014677 filed by Next Capital Management 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 57,232 shares
    Change vs previous 13F +167 shares

    13.85% of the 13F portfolio, value $33,691,384.

    13F-HR 0001437749-25-003355 filed by Next Capital Management LLC
    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 57,065 shares
    Change vs previous 13F not available

    13.43% of the 13F portfolio, value $32,916,196.

    13F-HR 0001437749-24-033793 filed by Next Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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