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Disclosery

ROSS\JOHNSON & Associates LLC: IVV position timeline

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

ROSS\JOHNSON & Associates LLC held 217 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 217 shares
    Change vs previous 13F 0 shares

    2.54% of the 13F portfolio, value $162,509.

    13F-HR 0002056532-26-000003 filed by ROSS\JOHNSON & Associates 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 217 shares
    Change vs previous 13F -16 shares

    2.56% of the 13F portfolio, value $141,747.

    13F-HR 0002056532-26-000002 filed by ROSS\JOHNSON & Associates 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 233 shares
    Change vs previous 13F 0 shares

    2.97% of the 13F portfolio, value $159,591.

    13F-HR 0002056532-26-000001 filed by ROSS\JOHNSON & Associates 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 233 shares
    Change vs previous 13F +16 shares

    2.94% of the 13F portfolio, value $155,947.

    13F-HR 0002056532-25-000009 filed by ROSS\JOHNSON & Associates 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 217 shares
    Change vs previous 13F -338 shares

    2.77% of the 13F portfolio, value $134,736.

    13F-HR 0002056532-25-000006 filed by ROSS\JOHNSON & Associates 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 555 shares
    Change vs previous 13F +542 shares

    5.35% of the 13F portfolio, value $311,855.

    13F-HR 0002056532-25-000004 filed by ROSS\JOHNSON & Associates 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 13 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $7,653.

    13F-HR 0002056532-25-000003 filed by ROSS\JOHNSON & Associates LLC
    Filed (acceptance time not in the bulk data set), ingested

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