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Disclosery

RPTC Inc.: IVV position timeline

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

RPTC Inc. held 225,810 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 225,810 shares
    Change vs previous 13F -2,208 shares

    28.48% of the 13F portfolio, value $169,106,813.

    13F-HR 0001104659-26-096663 filed by RPTC Inc.
    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 228,018 shares
    Change vs previous 13F +10,722 shares

    26.1% of the 13F portfolio, value $148,943,338.

    13F-HR 0001104659-26-062017 filed by RPTC Inc.
    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 217,296 shares
    Change vs previous 13F +714 shares

    24.99% of the 13F portfolio, value $148,834,992.

    13F-HR 0001104659-26-015579 filed by RPTC Inc.
    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 216,582 shares
    Change vs previous 13F +721 shares

    25.31% of the 13F portfolio, value $144,958,102.

    13F-HR 0001104659-25-111959 filed by RPTC Inc.
    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 215,861 shares
    Change vs previous 13F +365 shares

    23.56% of the 13F portfolio, value $134,028,095.

    13F-HR 0001104659-25-078074 filed by RPTC Inc.
    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 215,496 shares
    Change vs previous 13F -2,807 shares

    24.32% of the 13F portfolio, value $121,087,202.

    13F-HR 0001104659-25-048498 filed by RPTC Inc.
    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 218,303 shares
    Change vs previous 13F +419 shares

    26.18% of the 13F portfolio, value $128,510,610.

    13F-HR 0000950123-25-002502 filed by RPTC Inc.
    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 217,884 shares
    Change vs previous 13F not available

    27.31% of the 13F portfolio, value $125,679,849.

    13F-HR 0000950123-24-011600 filed by RPTC Inc.
    Filed (acceptance time not in the bulk data set), ingested

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