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Shotwell Rutter Baer Inc: IVV position timeline

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

Shotwell Rutter Baer Inc held 466 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 466 shares
    Change vs previous 13F -8 shares

    0.19% of the 13F portfolio, value $348,983.

    13F-HR 0001754960-26-000573 filed by Shotwell Rutter Baer 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 474 shares
    Change vs previous 13F +18 shares

    0.18% of the 13F portfolio, value $309,622.

    13F-HR 0001754960-26-000301 filed by Shotwell Rutter Baer 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 456 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $315,803.

    13F-HR 0001754960-26-000025 filed by Shotwell Rutter Baer 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 456 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $308,448.

    13F-HR 0001754960-25-000654 filed by Shotwell Rutter Baer 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 456 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $286,446.

    13F-HR 0001754960-25-000322 filed by Shotwell Rutter Baer 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 456 shares
    Change vs previous 13F -21 shares

    0.2% of the 13F portfolio, value $231,470.

    13F-HR 0001754960-25-000162 filed by Shotwell Rutter Baer 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 477 shares
    Change vs previous 13F -51 shares

    0.23% of the 13F portfolio, value $278,248.

    13F-HR 0001754960-25-000013 filed by Shotwell Rutter Baer Inc
    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 528 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $303,964.

    13F-HR 0001754960-24-000472 filed by Shotwell Rutter Baer Inc
    Filed (acceptance time not in the bulk data set), ingested

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