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RMR Capital Management, LLC: IVV position timeline

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

RMR Capital Management, LLC held 1,498 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,498 shares
    Change vs previous 13F 0 shares

    0.77% of the 13F portfolio, value $1,121,837.

    13F-HR 0001172661-26-002833 filed by RMR 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 1,498 shares
    Change vs previous 13F -53 shares

    0.71% of the 13F portfolio, value $978,509.

    13F-HR 0001172661-26-002432 filed by RMR 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 1,551 shares
    Change vs previous 13F 0 shares

    0.77% of the 13F portfolio, value $1,062,342.

    13F-HR 0001172661-26-000665 filed by RMR 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 1,551 shares
    Change vs previous 13F 0 shares

    0.73% of the 13F portfolio, value $1,038,084.

    13F-HR 0001172661-25-004554 filed by RMR 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 1,551 shares
    Change vs previous 13F 0 shares

    0.69% of the 13F portfolio, value $963,016.

    13F-HR 0001172661-25-002746 filed by RMR 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 1,551 shares
    Change vs previous 13F -87 shares

    0.63% of the 13F portfolio, value $871,507.

    13F-HR 0001172661-25-001782 filed by RMR 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 1,638 shares
    Change vs previous 13F 0 shares

    0.72% of the 13F portfolio, value $964,258.

    13F-HR 0001172661-25-000323 filed by RMR 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 1,638 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $944,831.

    13F-HR 0001172661-24-004472 filed by RMR Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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