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Disclosery

Rikoon Group, LLC: IVV position timeline

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

Rikoon Group, LLC held 8,504 IVV shares at 2021-03-31 per its 13F-HR filed 2021-05-14.

the latest 13F is the newest step

  1. period ended2021-03-31
    13F 8,504 shares
    Change vs previous 13F +15 shares

    0.9% of the 13F portfolio, value $3,383,000.

    13F-HR 0001085146-21-001628 filed by Rikoon Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2020-12-31
    13F/A 8,489 shares
    Change vs previous 13F +221 shares

    0.89% of the 13F portfolio, value $3,187,000.

    13F-HR/A 0001085146-21-000890 filed by Rikoon Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2020-09-30
    13F 8,268 shares
    Change vs previous 13F -12 shares

    0.86% of the 13F portfolio, value $2,779,000.

    13F-HR 0001085146-20-002642 filed by Rikoon Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2020-06-30
    13F 8,280 shares
    Change vs previous 13F +40 shares

    0.86% of the 13F portfolio, value $2,564,000.

    13F-HR 0001085146-20-002052 filed by Rikoon Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2020-03-31
    13F 8,240 shares
    Change vs previous 13F 0 shares

    0.88% of the 13F portfolio, value $2,129,000.

    13F-HR 0001085146-20-001270 filed by Rikoon Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2019-12-31
    13F 8,240 shares
    Change vs previous 13F +3 shares

    0.92% of the 13F portfolio, value $2,664,000.

    13F-HR 0001085146-20-000223 filed by Rikoon Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2019-09-30
    13F 8,237 shares
    Change vs previous 13F -42 shares

    0.91% of the 13F portfolio, value $2,459,000.

    13F-HR 0001085146-19-002708 filed by Rikoon Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2019-06-30
    13F 8,279 shares
    Change vs previous 13F not available

    0.91% of the 13F portfolio, value $2,440,000.

    13F-HR 0001085146-19-002118 filed by Rikoon Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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