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Disclosery

Richmond Brothers, Inc.: IVV position timeline

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

Richmond Brothers, Inc. held 1,338 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,338 shares
    Change vs previous 13F +782 shares

    0.52% of the 13F portfolio, value $1,002,011.

    13F-HR 0001540462-26-000003 filed by Richmond Brothers, 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 556 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $363,185.

    13F-HR 0001540462-26-000002 filed by Richmond Brothers, 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 556 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $380,828.

    13F-HR 0001540462-26-000001 filed by Richmond Brothers, 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 556 shares
    Change vs previous 13F -21 shares

    0.23% of the 13F portfolio, value $372,131.

    13F-HR 0001540462-25-000004 filed by Richmond Brothers, 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 577 shares
    Change vs previous 13F -216 shares

    0.23% of the 13F portfolio, value $358,260.

    13F-HR 0001085146-25-004717 filed by Richmond Brothers, 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 793 shares
    Change vs previous 13F -16 shares

    0.28% of the 13F portfolio, value $445,588.

    13F-HR 0001085146-25-002571 filed by Richmond Brothers, 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 809 shares
    Change vs previous 13F 0 shares

    0.31% of the 13F portfolio, value $476,242.

    13F-HR 0001085146-25-000954 filed by Richmond Brothers, 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 809 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $466,649.

    13F-HR 0001085146-24-005489 filed by Richmond Brothers, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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