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Disclosery

S.A. Mason LLC: IVV position timeline

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

S.A. Mason LLC held 13,540 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 13,540 shares
    Change vs previous 13F +861 shares

    3.12% of the 13F portfolio, value $10,139,971.

    13F-HR 0001800911-26-000003 filed by S.A. Mason 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 12,679 shares
    Change vs previous 13F +1,973 shares

    3.11% of the 13F portfolio, value $8,282,050.

    13F-HR 0001800911-26-000002 filed by S.A. Mason 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 10,706 shares
    Change vs previous 13F +78 shares

    2.9% of the 13F portfolio, value $7,332,968.

    13F-HR 0001800911-26-000001 filed by S.A. Mason 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 10,628 shares
    Change vs previous 13F +172 shares

    3.14% of the 13F portfolio, value $7,113,320.

    13F-HR 0001800911-25-000005 filed by S.A. Mason 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 10,456 shares
    Change vs previous 13F +241 shares

    3.14% of the 13F portfolio, value $6,492,130.

    13F-HR 0001800911-25-000003 filed by S.A. Mason 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 10,215 shares
    Change vs previous 13F +94 shares

    3.03% of the 13F portfolio, value $5,739,809.

    13F-HR 0001800911-25-000002 filed by S.A. Mason 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 10,121 shares
    Change vs previous 13F -18 shares

    3.13% of the 13F portfolio, value $5,958,030.

    13F-HR 0001800911-25-000001 filed by S.A. Mason 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 10,139 shares
    Change vs previous 13F not available

    3.1% of the 13F portfolio, value $5,848,378.

    13F-HR 0001800911-24-000005 filed by S.A. Mason LLC
    Filed (acceptance time not in the bulk data set), ingested

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