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Disclosery

PJT Investments Corp.: IVV position timeline

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

PJT Investments Corp. held 113,296 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 113,296 shares
    Change vs previous 13F +7,014 shares

    28.69% of the 13F portfolio, value $84,846,241.

    13F-HR 0001140361-26-032744 filed by PJT Investments Corp.
    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 106,282 shares
    Change vs previous 13F +68,029 shares

    27.52% of the 13F portfolio, value $69,424,465.

    13F-HR 0001140361-26-021201 filed by PJT Investments Corp.
    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 38,253 shares
    Change vs previous 13F +9,642 shares

    15.34% of the 13F portfolio, value $26,201,010.

    13F-HR 0001140361-26-005212 filed by PJT Investments Corp.
    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 28,611 shares
    Change vs previous 13F +10,919 shares

    10.79% of the 13F portfolio, value $19,149,342.

    13F-HR 0001140361-25-041683 filed by PJT Investments Corp.
    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 17,692 shares
    Change vs previous 13F not available

    5.86% of the 13F portfolio, value $10,984,963.

    13F-HR 0000950123-25-008403 filed by PJT Investments Corp.
    Filed (acceptance time not in the bulk data set), ingested

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