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Disclosery

Riverwater Partners LLC: IVV position timeline

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

Riverwater Partners LLC held 13,935 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,935 shares
    Change vs previous 13F +566 shares

    3.1% of the 13F portfolio, value $10,435,722.

    13F-HR 0001941040-26-000624 filed by Riverwater Partners 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 13,369 shares
    Change vs previous 13F +2,764 shares

    2.91% of the 13F portfolio, value $8,732,888.

    13F-HR 0001941040-26-000302 filed by Riverwater Partners 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 10,605 shares
    Change vs previous 13F +4,741 shares

    2.81% of the 13F portfolio, value $7,263,698.

    13F-HR 0001941040-26-000105 filed by Riverwater Partners 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 5,864 shares
    Change vs previous 13F +1,197 shares

    1.63% of the 13F portfolio, value $3,924,901.

    13F-HR 0001941040-25-000585 filed by Riverwater Partners 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 4,667 shares
    Change vs previous 13F +707 shares

    1.36% of the 13F portfolio, value $2,897,936.

    13F-HR 0001941040-25-000393 filed by Riverwater Partners 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 3,960 shares
    Change vs previous 13F not available

    1.14% of the 13F portfolio, value $2,225,401.

    13F-HR 0001941040-25-000222 filed by Riverwater Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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