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Piedmont Capital Management, LLC: IVV position timeline

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

Piedmont Capital Management, LLC held 1,509 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 1,509 shares
    Change vs previous 13F +278 shares

    0.57% of the 13F portfolio, value $1,132,140.

    13F-HR 0001656150-26-000003 filed by Piedmont Capital Management, 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 1,231 shares
    Change vs previous 13F +131 shares

    0.41% of the 13F portfolio, value $813,526.

    13F-HR 0001656150-26-000002 filed by Piedmont Capital Management, 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 1,100 shares
    Change vs previous 13F +150 shares

    0.38% of the 13F portfolio, value $753,434.

    13F-HR 0001656150-26-000001 filed by Piedmont Capital Management, 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 950 shares
    Change vs previous 13F +19 shares

    0.34% of the 13F portfolio, value $636,433.

    13F-HR 0001656150-25-000005 filed by Piedmont Capital Management, 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 931 shares
    Change vs previous 13F +23 shares

    0.33% of the 13F portfolio, value $578,058.

    13F-HR 0001656150-25-000003 filed by Piedmont Capital Management, 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 908 shares
    Change vs previous 13F +26 shares

    0.33% of the 13F portfolio, value $452,910.

    13F-HR 0001656150-25-000002 filed by Piedmont Capital Management, 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 882 shares
    Change vs previous 13F +26 shares

    0.31% of the 13F portfolio, value $518,335.

    13F-HR 0001656150-25-000001 filed by Piedmont Capital Management, 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 856 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $502,562.

    13F-HR 0001656150-24-000005 filed by Piedmont Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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