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SATOVSKY ASSET MANAGEMENT LLC: IVV position timeline

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

SATOVSKY ASSET MANAGEMENT LLC held 151,191 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 151,191 shares
    Change vs previous 13F -321 shares

    18.05% of the 13F portfolio, value $113,225,748.

    13F-HR 0001214659-26-010046 filed by SATOVSKY ASSET MANAGEMENT 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 151,512 shares
    Change vs previous 13F -1,797 shares

    17.47% of the 13F portfolio, value $98,969,138.

    13F-HR 0001214659-26-006186 filed by SATOVSKY ASSET MANAGEMENT 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 153,309 shares
    Change vs previous 13F -2,222 shares

    20.35% of the 13F portfolio, value $105,007,162.

    13F-HR 0001214659-26-001692 filed by SATOVSKY ASSET MANAGEMENT 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 155,531 shares
    Change vs previous 13F -5,425 shares

    20.78% of the 13F portfolio, value $104,097,116.

    13F-HR 0001214659-25-016556 filed by SATOVSKY ASSET MANAGEMENT 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 160,956 shares
    Change vs previous 13F -3,790 shares

    21.28% of the 13F portfolio, value $99,937,394.

    13F-HR 0001214659-25-011960 filed by SATOVSKY ASSET MANAGEMENT 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 164,746 shares
    Change vs previous 13F -5,031 shares

    20.66% of the 13F portfolio, value $92,305,377.

    13F-HR 0001214659-25-006748 filed by SATOVSKY ASSET MANAGEMENT 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 169,777 shares
    Change vs previous 13F -2,253 shares

    22.81% of the 13F portfolio, value $99,650,628.

    13F-HR 0001214659-25-001698 filed by SATOVSKY ASSET MANAGEMENT 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 172,030 shares
    Change vs previous 13F not available

    22.36% of the 13F portfolio, value $99,230,412.

    13F-HR 0001214659-24-017670 filed by SATOVSKY ASSET MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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