Skip to content
Disclosery

SCHNIEDERS CAPITAL MANAGEMENT, LLC.: IVV position timeline

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

SCHNIEDERS CAPITAL MANAGEMENT, LLC. held 5,336 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,336 shares
    Change vs previous 13F +70 shares

    0.52% of the 13F portfolio, value $3,996,308.

    13F-HR 0002057056-26-000003 filed by SCHNIEDERS CAPITAL 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 5,266 shares
    Change vs previous 13F -8 shares

    0.55% of the 13F portfolio, value $3,440,006.

    13F-HR 0002057056-26-000002 filed by SCHNIEDERS CAPITAL 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 5,274 shares
    Change vs previous 13F -382 shares

    0.56% of the 13F portfolio, value $3,612,585.

    13F-HR 0002057056-26-000001 filed by SCHNIEDERS CAPITAL 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 5,656 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $3,785,768.

    13F-HR 0002057056-25-000003 filed by SCHNIEDERS CAPITAL MANAGEMENT, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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