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PENNINGTON PARTNERS & CO., LLC: IVV position timeline

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

PENNINGTON PARTNERS & CO., LLC held 4,127 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 4,127 shares
    Change vs previous 13F -331 shares

    0.99% of the 13F portfolio, value $3,090,999.

    13F-HR 0001104659-26-096894 filed by PENNINGTON PARTNERS & CO., 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 4,458 shares
    Change vs previous 13F +452 shares

    1% of the 13F portfolio, value $2,911,987.

    13F-HR 0001104659-26-061028 filed by PENNINGTON PARTNERS & CO., 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 4,006 shares
    Change vs previous 13F -126 shares

    1.1% of the 13F portfolio, value $2,743,922.

    13F-HR 0001104659-26-016520 filed by PENNINGTON PARTNERS & CO., 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 4,132 shares
    Change vs previous 13F +138 shares

    1.31% of the 13F portfolio, value $2,765,632.

    13F-HR 0001420506-25-003347 filed by PENNINGTON PARTNERS & CO., 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 3,994 shares
    Change vs previous 13F +234 shares

    1.33% of the 13F portfolio, value $2,479,854.

    13F-HR 0001420506-25-001995 filed by PENNINGTON PARTNERS & CO., 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 3,760 shares
    Change vs previous 13F +1,493 shares

    1.21% of the 13F portfolio, value $2,112,887.

    13F-HR 0001420506-25-001055 filed by PENNINGTON PARTNERS & CO., 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 2,267 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $1,334,283.

    13F-HR 0001420506-25-000619 filed by PENNINGTON PARTNERS & CO., LLC
    Filed (acceptance time not in the bulk data set), ingested

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