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Disclosery

Rossmore Private Capital: IVV position timeline

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

Rossmore Private Capital held 86,564 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 86,564 shares
    Change vs previous 13F +1,799 shares

    5.26% of the 13F portfolio, value $64,826,643.

    13F-HR 0001398344-26-013208 filed by Rossmore Private Capital
    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 84,765 shares
    Change vs previous 13F -2,801 shares

    4.88% of the 13F portfolio, value $55,369,423.

    13F-HR 0001398344-26-008115 filed by Rossmore Private Capital
    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 87,566 shares
    Change vs previous 13F +6,522 shares

    5.37% of the 13F portfolio, value $59,977,653.

    13F-HR 0001398344-26-002304 filed by Rossmore Private Capital
    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 81,044 shares
    Change vs previous 13F +2,821 shares

    5.84% of the 13F portfolio, value $54,242,991.

    13F-HR 0001398344-25-020058 filed by Rossmore Private Capital
    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 78,223 shares
    Change vs previous 13F +1,039 shares

    5.67% of the 13F portfolio, value $48,568,558.

    13F-HR 0001062993-25-013790 filed by Rossmore Private Capital
    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 77,184 shares
    Change vs previous 13F +1,884 shares

    5.34% of the 13F portfolio, value $43,369,926.

    13F-HR 0001062993-25-009136 filed by Rossmore Private Capital
    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 75,300 shares
    Change vs previous 13F +3,413 shares

    5.5% of the 13F portfolio, value $44,454,252.

    13F-HR 0001062993-25-002262 filed by Rossmore Private Capital
    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 71,887 shares
    Change vs previous 13F not available

    5.12% of the 13F portfolio, value $41,455,034.

    13F-HR 0001062993-24-018306 filed by Rossmore Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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