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Nicholson Meyer Capital Management, Inc.: IVV position timeline

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

Nicholson Meyer Capital Management, Inc. held 720 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 720 shares
    Change vs previous 13F +314 shares

    0.36% of the 13F portfolio, value $538,637.

    13F-HR 0002065771-26-000009 filed by Nicholson Meyer Capital 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 406 shares
    Change vs previous 13F -9 shares

    0.2% of the 13F portfolio, value $264,713.

    13F-HR 0002065771-26-000004 filed by Nicholson Meyer Capital 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 415 shares
    Change vs previous 13F -369 shares

    0.21% of the 13F portfolio, value $283,736.

    13F-HR 0002065771-26-000002 filed by Nicholson Meyer Capital 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 784 shares
    Change vs previous 13F +30 shares

    0.4% of the 13F portfolio, value $525,166.

    13F-HR 0002065771-25-000001 filed by Nicholson Meyer Capital 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 754 shares
    Change vs previous 13F -18 shares

    0.4% of the 13F portfolio, value $468,394.

    13F-HR 0001085146-25-003936 filed by Nicholson Meyer Capital 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 772 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $433,947.

    13F-HR 0001085146-25-002355 filed by Nicholson Meyer Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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