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Disclosery

NorthCoast Asset Management LLC: IVV position timeline

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

NorthCoast Asset Management LLC held 228,483 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 228,483 shares
    Change vs previous 13F -12,320 shares

    3.79% of the 13F portfolio, value $171,109,335.

    13F-HR 0001765380-26-000370 filed by NorthCoast Asset 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 240,803 shares
    Change vs previous 13F -49,680 shares

    3.65% of the 13F portfolio, value $157,295,156.

    13F-HR 0001765380-26-000207 filed by NorthCoast Asset 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 290,483 shares
    Change vs previous 13F -282,486 shares

    4.41% of the 13F portfolio, value $198,963,639.

    13F-HR 0001765380-26-000111 filed by NorthCoast Asset 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 572,969 shares
    Change vs previous 13F +95,158 shares

    1.5% of the 13F portfolio, value $383,483,774.

    13F-HR 0001665198-25-000016 filed by NorthCoast Asset 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 477,811 shares
    Change vs previous 13F +39,409 shares

    1.27% of the 13F portfolio, value $296,673,348.

    13F-HR 0001665198-25-000007 filed by NorthCoast Asset 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/A 438,402 shares
    Change vs previous 13F -112,179 shares

    1.24% of the 13F portfolio, value $246,338,228.

    13F-HR/A 0001665198-25-000006 filed by NorthCoast Asset 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/A 550,581 shares
    Change vs previous 13F +110,881 shares

    1.59% of the 13F portfolio, value $324,410,497.

    13F-HR/A 0001665198-25-000010 filed by NorthCoast Asset 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 439,700 shares
    Change vs previous 13F not available

    1.53% of the 13F portfolio, value $215,343,642.

    13F-HR 0001665198-24-000013 filed by NorthCoast Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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