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Disclosery

P/E Global LLC: IVV position timeline

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

P/E Global LLC held 749,698 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 749,698 shares
    Change vs previous 13F +60,464 shares

    36.02% of the 13F portfolio, value $561,441,335.

    13F-HR 0001910344-26-000005 filed by P/E Global 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 689,234 shares
    Change vs previous 13F -10,179 shares

    35.48% of the 13F portfolio, value $450,214,541.

    13F-HR 0001910344-26-000004 filed by P/E Global 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 699,413 shares
    Change vs previous 13F not available

    34.52% of the 13F portfolio, value $479,055,940.

    13F-HR 0001910344-26-000002 filed by P/E Global LLC
    Filed (acceptance time not in the bulk data set), ingested

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