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OBSIDIAN CIO, LLC: IVV position timeline

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

OBSIDIAN CIO, LLC held 2,896 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 2,896 shares
    Change vs previous 13F -2,587 shares

    1.61% of the 13F portfolio, value $2,169,017.

    13F-HR 0001843581-26-000006 filed by OBSIDIAN CIO, 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 5,483 shares
    Change vs previous 13F +288 shares

    3.21% of the 13F portfolio, value $3,581,625.

    13F-HR 0001843581-26-000004 filed by OBSIDIAN CIO, 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 5,195 shares
    Change vs previous 13F -48,502 shares

    5.27% of the 13F portfolio, value $3,558,484.

    13F-HR 0001843581-26-000003 filed by OBSIDIAN CIO, 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 53,697 shares
    Change vs previous 13F -632 shares

    4.72% of the 13F portfolio, value $35,939,700.

    13F-HR 0001843581-25-000007 filed by OBSIDIAN CIO, 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 54,329 shares
    Change vs previous 13F +13,308 shares

    4.9% of the 13F portfolio, value $33,732,951.

    13F-HR 0001843581-25-000006 filed by OBSIDIAN CIO, 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 41,021 shares
    Change vs previous 13F -2,014 shares

    3.75% of the 13F portfolio, value $23,049,975.

    13F-HR 0001843581-25-000004 filed by OBSIDIAN CIO, 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 43,035 shares
    Change vs previous 13F -668 shares

    4.63% of the 13F portfolio, value $25,334,044.

    13F-HR 0001843581-25-000002 filed by OBSIDIAN CIO, 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 43,703 shares
    Change vs previous 13F not available

    5.29% of the 13F portfolio, value $25,208,564.

    13F-HR 0001843581-24-000006 filed by OBSIDIAN CIO, LLC
    Filed (acceptance time not in the bulk data set), ingested

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