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PARTNERS CAPITAL INVESTMENT GROUP, LLP: IVV position timeline

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

PARTNERS CAPITAL INVESTMENT GROUP, LLP held 733,194 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 733,194 shares
    Change vs previous 13F -88,655 shares

    19.37% of the 13F portfolio, value $549,081,655.

    13F-HR 0001104659-26-096053 filed by PARTNERS CAPITAL INVESTMENT GROUP, LLP
    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 821,849 shares
    Change vs previous 13F -45,799 shares

    20.22% of the 13F portfolio, value $536,840,110.

    13F-HR 0001104659-26-059167 filed by PARTNERS CAPITAL INVESTMENT GROUP, LLP
    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 867,648 shares
    Change vs previous 13F +98,307 shares

    22.14% of the 13F portfolio, value $594,286,809.

    13F-HR 0001104659-26-014776 filed by PARTNERS CAPITAL INVESTMENT GROUP, LLP
    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 769,341 shares
    Change vs previous 13F -45,755 shares

    20.46% of the 13F portfolio, value $514,919,815.

    13F-HR 0001104659-25-104708 filed by PARTNERS CAPITAL INVESTMENT GROUP, LLP
    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 815,096 shares
    Change vs previous 13F -1,272,077 shares

    20.28% of the 13F portfolio, value $506,093,125.

    13F-HR 0001104659-25-078417 filed by PARTNERS CAPITAL INVESTMENT GROUP, LLP
    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 2,087,173 shares
    Change vs previous 13F +1,007,303 shares

    19.82% of the 13F portfolio, value $1,172,782,758.

    13F-HR 0001104659-25-048299 filed by PARTNERS CAPITAL INVESTMENT GROUP, LLP
    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 1,079,870 shares
    Change vs previous 13F -856,051 shares

    17.5% of the 13F portfolio, value $635,697,818.

    13F-HR 0001104659-25-007846 filed by PARTNERS CAPITAL INVESTMENT GROUP, LLP
    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 1,935,921 shares
    Change vs previous 13F not available

    17.85% of the 13F portfolio, value $1,116,678,191.

    13F-HR 0001104659-24-114237 filed by PARTNERS CAPITAL INVESTMENT GROUP, LLP
    Filed (acceptance time not in the bulk data set), ingested

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