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Sebold Capital Management, Inc.: IVV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sebold Capital Management, Inc. on IVV, newest first. How the timeline and the estimate are built.

Sebold Capital Management, Inc. held 2,883 IVV shares at 2025-06-30 per its 13F-HR filed 2025-08-05.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 2,883 shares
    Change vs previous 13F +11 shares

    1.1% of the 13F portfolio, value $1,790,055.

    13F-HR 0001754960-25-000536 filed by Sebold Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 2,872 shares
    Change vs previous 13F -135 shares

    1.06% of the 13F portfolio, value $1,613,777.

    13F-HR 0001754960-25-000251 filed by Sebold Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 3,007 shares
    Change vs previous 13F 0 shares

    1.19% of the 13F portfolio, value $1,770,161.

    13F-HR 0001754960-25-000026 filed by Sebold Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 3,007 shares
    Change vs previous 13F 0 shares

    1.14% of the 13F portfolio, value $1,734,498.

    13F-HR 0001754960-24-000526 filed by Sebold Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 3,007 shares
    Change vs previous 13F -2 shares

    1.14% of the 13F portfolio, value $1,645,521.

    13F-HR 0001754960-24-000420 filed by Sebold Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 3,009 shares
    Change vs previous 13F -30 shares

    1.07% of the 13F portfolio, value $1,581,922.

    13F-HR 0001754960-24-000133 filed by Sebold Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 3,039 shares
    Change vs previous 13F -554 shares

    1.07% of the 13F portfolio, value $1,451,518.

    13F-HR 0001754960-24-000036 filed by Sebold Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 3,593 shares
    Change vs previous 13F not available

    1.26% of the 13F portfolio, value $1,542,942.

    13F-HR 0001754960-23-000290 filed by Sebold Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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