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Disclosery

Rather & Kittrell, Inc.: IVV position timeline

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

Rather & Kittrell, Inc. held 1,897 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,897 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $1,420,644.

    13F-HR 0001172661-26-003311 filed by Rather & Kittrell, 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 1,897 shares
    Change vs previous 13F -24 shares

    0.19% of the 13F portfolio, value $1,239,139.

    13F-HR 0001172661-26-001726 filed by Rather & Kittrell, 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 1,921 shares
    Change vs previous 13F +17 shares

    0.21% of the 13F portfolio, value $1,315,770.

    13F-HR 0001172661-26-000344 filed by Rather & Kittrell, 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 1,904 shares
    Change vs previous 13F +135 shares

    0.22% of the 13F portfolio, value $1,274,347.

    13F-HR 0001172661-25-004468 filed by Rather & Kittrell, 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 1,769 shares
    Change vs previous 13F +11 shares

    0.22% of the 13F portfolio, value $1,098,372.

    13F-HR 0001172661-25-003065 filed by Rather & Kittrell, 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 1,758 shares
    Change vs previous 13F -3 shares

    0.21% of the 13F portfolio, value $987,820.

    13F-HR 0001172661-25-002186 filed by Rather & Kittrell, 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 1,761 shares
    Change vs previous 13F -244 shares

    0.24% of the 13F portfolio, value $1,036,665.

    13F-HR 0001172661-25-000847 filed by Rather & Kittrell, 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/A 2,005 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $1,156,524.

    13F-HR/A 0001172661-25-000461 filed by Rather & Kittrell, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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