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Disclosery

Requisite Capital Management, LLC: IVV position timeline

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

Requisite Capital Management, LLC held 160,808 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 160,808 shares
    Change vs previous 13F -2,838 shares

    19.92% of the 13F portfolio, value $120,427,855.

    13F-HR 0001951757-26-001183 filed by Requisite 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 163,646 shares
    Change vs previous 13F +3,517 shares

    19.92% of the 13F portfolio, value $106,895,405.

    13F-HR 0001951757-26-000856 filed by Requisite 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 160,129 shares
    Change vs previous 13F +445 shares

    20.8% of the 13F portfolio, value $109,678,570.

    13F-HR 0001951757-26-000366 filed by Requisite 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 159,684 shares
    Change vs previous 13F +36,855 shares

    17.95% of the 13F portfolio, value $106,876,206.

    13F-HR 0001951757-25-001386 filed by Requisite 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 122,829 shares
    Change vs previous 13F +1,554 shares

    16.51% of the 13F portfolio, value $76,264,454.

    13F-HR 0001951757-25-000889 filed by Requisite 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 121,275 shares
    Change vs previous 13F -15,038 shares

    15.37% of the 13F portfolio, value $68,144,323.

    13F-HR 0001951757-25-000362 filed by Requisite 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 136,313 shares
    Change vs previous 13F -8,911 shares

    16.38% of the 13F portfolio, value $80,244,496.

    13F-HR 0001951757-25-000088 filed by Requisite 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 145,224 shares
    Change vs previous 13F not available

    17.51% of the 13F portfolio, value $83,768,045.

    13F-HR 0001951757-24-001006 filed by Requisite Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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