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SeaBridge Investment Advisors LLC: IVV position timeline

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

SeaBridge Investment Advisors LLC held 6,931 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,931 shares
    Change vs previous 13F -146 shares

    0.75% of the 13F portfolio, value $5,190,557.

    13F-HR 0001304229-26-000004 filed by SeaBridge Investment Advisors 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 7,077 shares
    Change vs previous 13F +146 shares

    0.78% of the 13F portfolio, value $4,622,768.

    13F-HR 0001304229-26-000003 filed by SeaBridge Investment Advisors 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 6,931 shares
    Change vs previous 13F -45 shares

    0.78% of the 13F portfolio, value $4,747,320.

    13F-HR 0001304229-26-000001 filed by SeaBridge Investment Advisors 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 6,976 shares
    Change vs previous 13F -439 shares

    0.76% of the 13F portfolio, value $4,669,037.

    13F-HR 0001304229-25-000009 filed by SeaBridge Investment Advisors 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 7,415 shares
    Change vs previous 13F -357 shares

    0.86% of the 13F portfolio, value $4,603,974.

    13F-HR 0001085146-25-003905 filed by SeaBridge Investment Advisors 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 7,772 shares
    Change vs previous 13F -336 shares

    0.94% of the 13F portfolio, value $4,367,087.

    13F-HR 0001085146-25-002561 filed by SeaBridge Investment Advisors 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 8,108 shares
    Change vs previous 13F not available

    1% of the 13F portfolio, value $4,773,018.

    13F-HR 0001085146-25-000452 filed by SeaBridge Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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