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Disclosery

Red Tortoise LLC: IVV position timeline

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

Red Tortoise LLC held 18,891 IVV shares at 2026-03-31 per its 13F-HR filed 2026-04-21.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 18,891 shares
    Change vs previous 13F -176 shares

    5.18% of the 13F portfolio, value $12,339,666.

    13F-HR 0001910488-26-000002 filed by Red Tortoise LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 19,067 shares
    Change vs previous 13F -351 shares

    5.61% of the 13F portfolio, value $13,059,751.

    13F-HR 0001910488-26-000001 filed by Red Tortoise LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 19,418 shares
    Change vs previous 13F +35 shares

    5.7% of the 13F portfolio, value $12,996,603.

    13F-HR 0001910488-25-000005 filed by Red Tortoise LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 19,383 shares
    Change vs previous 13F -706 shares

    5.87% of the 13F portfolio, value $12,034,661.

    13F-HR 0001910488-25-000004 filed by Red Tortoise LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 20,089 shares
    Change vs previous 13F -117 shares

    5.89% of the 13F portfolio, value $11,287,780.

    13F-HR 0001910488-25-000003 filed by Red Tortoise LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 20,206 shares
    Change vs previous 13F +65 shares

    6.24% of the 13F portfolio, value $11,894,870.

    13F-HR 0001910488-25-000001 filed by Red Tortoise LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 20,141 shares
    Change vs previous 13F -445 shares

    5.85% of the 13F portfolio, value $11,617,449.

    13F-HR 0001910488-24-000004 filed by Red Tortoise LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 20,586 shares
    Change vs previous 13F not available

    6.14% of the 13F portfolio, value $11,265,326.

    13F-HR 0001910488-24-000003 filed by Red Tortoise LLC
    Filed (acceptance time not in the bulk data set), ingested

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