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Disclosery

SEARLE & CO.: IVV position timeline

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

SEARLE & CO. held 3,274 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,274 shares
    Change vs previous 13F 0 shares

    0.55% of the 13F portfolio, value $2,451,866.

    13F-HR 0000710127-26-000003 filed by SEARLE & CO.
    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 3,274 shares
    Change vs previous 13F 0 shares

    0.54% of the 13F portfolio, value $2,138,610.

    13F-HR 0000710127-26-000002 filed by SEARLE & CO.
    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 3,274 shares
    Change vs previous 13F 0 shares

    0.58% of the 13F portfolio, value $2,242,494.

    13F-HR 0000710127-26-000001 filed by SEARLE & CO.
    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 3,274 shares
    Change vs previous 13F 0 shares

    0.58% of the 13F portfolio, value $2,191,288.

    13F-HR 0000710127-25-000007 filed by SEARLE & CO.
    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 3,274 shares
    Change vs previous 13F +80 shares

    0.57% of the 13F portfolio, value $2,032,827.

    13F-HR 0001085146-25-004665 filed by SEARLE & CO.
    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 3,194 shares
    Change vs previous 13F 0 shares

    0.51% of the 13F portfolio, value $1,794,709.

    13F-HR 0001085146-25-003359 filed by SEARLE & CO.
    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 3,194 shares
    Change vs previous 13F +1,126 shares

    0.54% of the 13F portfolio, value $1,880,244.

    13F-HR 0001085146-25-001676 filed by SEARLE & CO.
    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 2,068 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $1,192,864.

    13F-HR 0001085146-24-005068 filed by SEARLE & CO.
    Filed (acceptance time not in the bulk data set), ingested

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