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Disclosery

Ruggaard & Associates LLC: IVV position timeline

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

Ruggaard & Associates LLC held 6,406 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,406 shares
    Change vs previous 13F +632 shares

    1.72% of the 13F portfolio, value $4,797,618.

    13F-HR 0001971230-26-000003 filed by Ruggaard & 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 5,774 shares
    Change vs previous 13F -195 shares

    1.49% of the 13F portfolio, value $3,771,771.

    13F-HR 0001971230-26-000002 filed by Ruggaard & 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 5,969 shares
    Change vs previous 13F -1,707 shares

    1.61% of the 13F portfolio, value $4,088,469.

    13F-HR 0001971230-26-000001 filed by Ruggaard & 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 7,676 shares
    Change vs previous 13F +79 shares

    1.92% of the 13F portfolio, value $5,137,720.

    13F-HR 0001971230-25-000006 filed by Ruggaard & 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 7,597 shares
    Change vs previous 13F -552 shares

    1.9% of the 13F portfolio, value $4,717,107.

    13F-HR 0001971230-25-000005 filed by Ruggaard & 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 8,149 shares
    Change vs previous 13F +640 shares

    2.01% of the 13F portfolio, value $4,578,951.

    13F-HR 0001971230-25-000002 filed by Ruggaard & 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 7,509 shares
    Change vs previous 13F -45 shares

    1.94% of the 13F portfolio, value $4,420,665.

    13F-HR 0001971230-25-000001 filed by Ruggaard & Associates LLC
    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 7,554 shares
    Change vs previous 13F not available

    1.9% of the 13F portfolio, value $4,357,384.

    13F-HR 0001971230-24-000010 filed by Ruggaard & Associates LLC
    Filed (acceptance time not in the bulk data set), ingested

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