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Disclosery

Rossby Financial, LCC: IVV position timeline

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

Rossby Financial, LCC held 9,151 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,151 shares
    Change vs previous 13F +1,565 shares

    1.24% of the 13F portfolio, value $6,771,185.

    13F-HR 0002056510-26-000003 filed by Rossby Financial, LCC
    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 7,586 shares
    Change vs previous 13F +2,873 shares

    1.04% of the 13F portfolio, value $4,991,812.

    13F-HR 0002056510-26-000002 filed by Rossby Financial, LCC
    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 4,713 shares
    Change vs previous 13F +196 shares

    1.01% of the 13F portfolio, value $3,228,122.

    13F-HR 0002056510-26-000001 filed by Rossby Financial, LCC
    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 4,517 shares
    Change vs previous 13F +832 shares

    1.01% of the 13F portfolio, value $3,034,701.

    13F-HR 0002056510-25-000005 filed by Rossby Financial, LCC
    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 3,685 shares
    Change vs previous 13F -94 shares

    0.86% of the 13F portfolio, value $2,288,017.

    13F-HR 0002056510-25-000003 filed by Rossby Financial, LCC
    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 3,779 shares
    Change vs previous 13F +598 shares

    0.9% of the 13F portfolio, value $2,090,505.

    13F-HR 0002056510-25-000002 filed by Rossby Financial, LCC
    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 3,181 shares
    Change vs previous 13F not available

    1.19% of the 13F portfolio, value $1,872,591.

    13F-HR 0002056510-25-000001 filed by Rossby Financial, LCC
    Filed (acceptance time not in the bulk data set), ingested

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