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Disclosery

Sherman Asset Management, Inc.: IVV position timeline

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

Sherman Asset Management, Inc. held 31,761 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 31,761 shares
    Change vs previous 13F -973 shares

    18.46% of the 13F portfolio, value $23,786,211.

    13F-HR 0001736535-26-000004 filed by Sherman Asset 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 ended2026-03-31
    13F 32,734 shares
    Change vs previous 13F -15 shares

    19.67% of the 13F portfolio, value $21,382,147.

    13F-HR 0001736535-26-000003 filed by Sherman Asset 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 ended2025-12-31
    13F 32,749 shares
    Change vs previous 13F +232 shares

    18.99% of the 13F portfolio, value $22,431,069.

    13F-HR 0001736535-26-000001 filed by Sherman Asset 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 ended2025-09-30
    13F 32,517 shares
    Change vs previous 13F +59 shares

    18.78% of the 13F portfolio, value $21,764,267.

    13F-HR 0001736535-25-000007 filed by Sherman Asset 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 ended2025-06-30
    13F 32,458 shares
    Change vs previous 13F -2,175 shares

    17.87% of the 13F portfolio, value $20,153,765.

    13F-HR 0001736535-25-000005 filed by Sherman Asset 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 ended2025-03-31
    13F 34,633 shares
    Change vs previous 13F +1,261 shares

    18.59% of the 13F portfolio, value $19,460,257.

    13F-HR 0001736535-25-000003 filed by Sherman Asset 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 ended2024-12-31
    13F 33,372 shares
    Change vs previous 13F not available

    17.97% of the 13F portfolio, value $19,645,403.

    13F-HR 0001736535-25-000002 filed by Sherman Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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