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Disclosery

SFE Investment Counsel: IVV position timeline

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

SFE Investment Counsel held 10,876 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,876 shares
    Change vs previous 13F -238 shares

    1.12% of the 13F portfolio, value $8,144,928.

    13F-HR 0001317784-26-000003 filed by SFE Investment Counsel
    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 11,114 shares
    Change vs previous 13F +3,090 shares

    1.16% of the 13F portfolio, value $7,259,776.

    13F-HR 0001317784-26-000002 filed by SFE Investment Counsel
    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 8,024 shares
    Change vs previous 13F +5,020 shares

    0.86% of the 13F portfolio, value $5,495,959.

    13F-HR 0001317784-26-000001 filed by SFE Investment Counsel
    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 3,004 shares
    Change vs previous 13F -75 shares

    0.32% of the 13F portfolio, value $2,010,451.

    13F-HR 0001317784-25-000003 filed by SFE Investment Counsel
    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 3,079 shares
    Change vs previous 13F -3,935 shares

    0.34% of the 13F portfolio, value $1,911,571.

    13F-HR 0001085146-25-004662 filed by SFE Investment Counsel
    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 7,014 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $3,941,167.

    13F-HR 0001085146-25-002652 filed by SFE Investment Counsel
    Filed (acceptance time not in the bulk data set), ingested

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