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Disclosery

&PARTNERS: IVV position timeline

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

&PARTNERS held 936,468 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 936,468 shares
    Change vs previous 13F +85,318 shares

    2.88% of the 13F portfolio, value $702,012,217.

    13F-HR 0001214659-26-010148 filed by &PARTNERS
    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 851,150 shares
    Change vs previous 13F +580,393 shares

    2.75% of the 13F portfolio, value $556,880,640.

    13F-HR 0001214659-26-006256 filed by &PARTNERS
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 270,757 shares
    Change vs previous 13F not available

    3.03% of the 13F portfolio, value $157,104,252.

    13F-HR 0001214659-24-018930 filed by &PARTNERS
    Filed (acceptance time not in the bulk data set), ingested

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