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Presidio Capital Management, LLC: IVV position timeline

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

Presidio Capital Management, LLC held 14,114 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,114 shares
    Change vs previous 13F +1,455 shares

    2.64% of the 13F portfolio, value $10,569,606.

    13F-HR 0001951757-26-001008 filed by Presidio 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 12,659 shares
    Change vs previous 13F +1,807 shares

    2.4% of the 13F portfolio, value $8,269,171.

    13F-HR 0001951757-26-000532 filed by Presidio 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 10,852 shares
    Change vs previous 13F +757 shares

    2.23% of the 13F portfolio, value $7,432,642.

    13F-HR 0001951757-26-000147 filed by Presidio 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 10,095 shares
    Change vs previous 13F +472 shares

    2.37% of the 13F portfolio, value $6,756,341.

    13F-HR 0001951757-25-001321 filed by Presidio 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 9,623 shares
    Change vs previous 13F -238 shares

    2.3% of the 13F portfolio, value $5,974,632.

    13F-HR 0001667731-25-000748 filed by Presidio 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 9,861 shares
    Change vs previous 13F +648 shares

    2.31% of the 13F portfolio, value $5,540,722.

    13F-HR 0001667731-25-000383 filed by Presidio 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 9,213 shares
    Change vs previous 13F +733 shares

    2.9% of the 13F portfolio, value $5,423,519.

    13F-HR 0001667731-25-000271 filed by Presidio 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 8,480 shares
    Change vs previous 13F not available

    3.13% of the 13F portfolio, value $4,891,323.

    13F-HR 0001931750-24-000004 filed by Presidio Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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