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SIERRA OCEAN, LLC: IVV position timeline

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

SIERRA OCEAN, LLC held 1,883 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,883 shares
    Change vs previous 13F -67 shares

    0.98% of the 13F portfolio, value $1,410,417.

    13F-HR 0002051715-26-000006 filed by SIERRA OCEAN, 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 1,950 shares
    Change vs previous 13F 0 shares

    1.05% of the 13F portfolio, value $1,273,921.

    13F-HR 0002051715-26-000002 filed by SIERRA OCEAN, 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 1,950 shares
    Change vs previous 13F -500 shares

    1.11% of the 13F portfolio, value $1,335,802.

    13F-HR 0002051715-26-000001 filed by SIERRA OCEAN, 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 2,450 shares
    Change vs previous 13F -145 shares

    1.38% of the 13F portfolio, value $1,639,950.

    13F-HR 0002051715-25-000006 filed by SIERRA OCEAN, 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 2,595 shares
    Change vs previous 13F -84 shares

    1.16% of the 13F portfolio, value $1,611,389.

    13F-HR 0002051715-25-000003 filed by SIERRA OCEAN, 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 2,679 shares
    Change vs previous 13F 0 shares

    1.19% of the 13F portfolio, value $1,505,469.

    13F-HR 0002051715-25-000002 filed by SIERRA OCEAN, 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 2,679 shares
    Change vs previous 13F not available

    1.29% of the 13F portfolio, value $1,577,219.

    13F-HR 0002051715-25-000001 filed by SIERRA OCEAN, LLC
    Filed (acceptance time not in the bulk data set), ingested

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