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Raab & Moskowitz Asset Management LLC: IVV position timeline

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

Raab & Moskowitz Asset Management LLC held 6,899 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,899 shares
    Change vs previous 13F -273 shares

    1.04% of the 13F portfolio, value $5,166,355.

    13F-HR 0001172661-26-002860 filed by Raab & Moskowitz Asset 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 7,172 shares
    Change vs previous 13F -327 shares

    1.04% of the 13F portfolio, value $4,684,615.

    13F-HR 0001172661-26-002433 filed by Raab & Moskowitz Asset 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 7,499 shares
    Change vs previous 13F -49 shares

    1.12% of the 13F portfolio, value $5,136,148.

    13F-HR 0001172661-26-000221 filed by Raab & Moskowitz Asset 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 7,548 shares
    Change vs previous 13F -33 shares

    1.13% of the 13F portfolio, value $5,051,664.

    13F-HR 0001172661-25-005201 filed by Raab & Moskowitz Asset 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 7,581 shares
    Change vs previous 13F -204 shares

    1.12% of the 13F portfolio, value $4,706,846.

    13F-HR 0001172661-25-003142 filed by Raab & Moskowitz Asset 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 7,785 shares
    Change vs previous 13F -353 shares

    1.1% of the 13F portfolio, value $4,374,213.

    13F-HR 0001172661-25-001920 filed by Raab & Moskowitz Asset 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 8,138 shares
    Change vs previous 13F -20 shares

    1.17% of the 13F portfolio, value $4,790,491.

    13F-HR 0001172661-25-000410 filed by Raab & Moskowitz Asset 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 8,158 shares
    Change vs previous 13F not available

    1.19% of the 13F portfolio, value $4,705,515.

    13F-HR 0001172661-24-005340 filed by Raab & Moskowitz Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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