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Disclosery

ROGCO, LP: IVV position timeline

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

ROGCO, LP held 90,254 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 90,254 shares
    Change vs previous 13F -566 shares

    20.69% of the 13F portfolio, value $67,590,318.

    13F-HR 0001140361-26-030171 filed by ROGCO, LP
    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 90,820 shares
    Change vs previous 13F -609 shares

    19.81% of the 13F portfolio, value $59,324,532.

    13F-HR 0001140361-26-018939 filed by ROGCO, LP
    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 91,429 shares
    Change vs previous 13F +3,126 shares

    20.74% of the 13F portfolio, value $62,623,379.

    13F-HR 0001140361-26-002841 filed by ROGCO, LP
    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 88,303 shares
    Change vs previous 13F +2,787 shares

    20.76% of the 13F portfolio, value $59,101,198.

    13F-HR 0001140361-25-039802 filed by ROGCO, LP
    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 85,516 shares
    Change vs previous 13F -810 shares

    20% of the 13F portfolio, value $53,096,884.

    13F-HR 0001140361-25-026307 filed by ROGCO, LP
    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 86,326 shares
    Change vs previous 13F +2,715 shares

    19.43% of the 13F portfolio, value $48,506,579.

    13F-HR 0001140361-25-016618 filed by ROGCO, LP
    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 83,611 shares
    Change vs previous 13F -2,286 shares

    20.06% of the 13F portfolio, value $49,220,123.

    13F-HR 0001140361-25-002469 filed by ROGCO, LP
    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 85,897 shares
    Change vs previous 13F not available

    19.42% of the 13F portfolio, value $49,547,108.

    13F-HR 0001140361-24-043936 filed by ROGCO, LP
    Filed (acceptance time not in the bulk data set), ingested

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