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Disclosery

Raleigh Capital Management Inc.: IVV position timeline

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

Raleigh Capital Management Inc. held 13,069 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,069 shares
    Change vs previous 13F +5,019 shares

    3.12% of the 13F portfolio, value $9,787,570.

    13F-HR 0001911726-26-000003 filed by Raleigh Capital Management Inc.
    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 8,050 shares
    Change vs previous 13F +2,033 shares

    1.81% of the 13F portfolio, value $5,258,478.

    13F-HR 0001911726-26-000002 filed by Raleigh Capital Management Inc.
    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 6,017 shares
    Change vs previous 13F +345 shares

    1.5% of the 13F portfolio, value $4,120,996.

    13F-HR 0001911726-26-000001 filed by Raleigh Capital Management Inc.
    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 5,672 shares
    Change vs previous 13F +2,355 shares

    1.44% of the 13F portfolio, value $3,796,009.

    13F-HR 0001911726-25-000007 filed by Raleigh Capital Management Inc.
    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 3,317 shares
    Change vs previous 13F -3,508 shares

    0.86% of the 13F portfolio, value $2,059,370.

    13F-HR 0001911726-25-000005 filed by Raleigh Capital Management Inc.
    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 6,825 shares
    Change vs previous 13F -1,428 shares

    1.74% of the 13F portfolio, value $3,835,216.

    13F-HR 0001911726-25-000002 filed by Raleigh Capital Management Inc.
    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 8,253 shares
    Change vs previous 13F -4,077 shares

    1.87% of the 13F portfolio, value $4,858,549.

    13F-HR 0001911726-25-000001 filed by Raleigh Capital Management Inc.
    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 12,330 shares
    Change vs previous 13F not available

    2.74% of the 13F portfolio, value $7,112,361.

    13F-HR 0001911726-24-000005 filed by Raleigh Capital Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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