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SHUFRO ROSE & CO LLC: IVV position timeline

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

SHUFRO ROSE & CO LLC held 87,982 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 87,982 shares
    Change vs previous 13F +2,781 shares

    3.79% of the 13F portfolio, value $65,888,724.

    13F-HR 0000908195-26-000003 filed by SHUFRO ROSE & CO LLC
    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 85,201 shares
    Change vs previous 13F +9,070 shares

    3.79% of the 13F portfolio, value $55,653,939.

    13F-HR 0000908195-26-000002 filed by SHUFRO ROSE & CO LLC
    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 76,131 shares
    Change vs previous 13F -23,324 shares

    3.53% of the 13F portfolio, value $52,144,837.

    13F-HR 0000908195-26-000001 filed by SHUFRO ROSE & CO LLC
    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 99,455 shares
    Change vs previous 13F -698 shares

    4.6% of the 13F portfolio, value $55,883,980.

    13F-HR 0000908195-25-000010 filed by SHUFRO ROSE & CO LLC
    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 100,153 shares
    Change vs previous 13F -2,780 shares

    4.55% of the 13F portfolio, value $56,276,186.

    13F-HR 0000908195-25-000009 filed by SHUFRO ROSE & CO LLC
    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 102,933 shares
    Change vs previous 13F +38,812 shares

    4.57% of the 13F portfolio, value $57,838,268.

    13F-HR 0000908195-25-000007 filed by SHUFRO ROSE & CO LLC
    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 64,121 shares
    Change vs previous 13F +30,298 shares

    2.94% of the 13F portfolio, value $37,746,896.

    13F-HR 0000908195-25-000005 filed by SHUFRO ROSE & CO LLC
    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 33,823 shares
    Change vs previous 13F not available

    1.51% of the 13F portfolio, value $18,509,022.

    13F-HR 0000908195-24-000006 filed by SHUFRO ROSE & CO LLC
    Filed (acceptance time not in the bulk data set), ingested

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