Skip to content
Disclosery

Smartleaf Asset Management LLC: IVV position timeline

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

Smartleaf Asset Management LLC held 142,225 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 142,225 shares
    Change vs previous 13F 0 shares

    3.44% of the 13F portfolio, value $105,842,935.

    13F-HR 0002010393-26-000004 filed by Smartleaf Asset Management 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 142,225 shares
    Change vs previous 13F +16,408 shares

    3.26% of the 13F portfolio, value $90,303,357.

    13F-HR 0002010393-26-000003 filed by Smartleaf Asset Management 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 125,817 shares
    Change vs previous 13F +90,077 shares

    3.29% of the 13F portfolio, value $86,804,151.

    13F-HR 0002010393-26-000001 filed by Smartleaf Asset Management 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 35,740 shares
    Change vs previous 13F +12,809 shares

    1.47% of the 13F portfolio, value $23,830,414.

    13F-HR 0002010393-25-000007 filed by Smartleaf Asset Management 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 22,931 shares
    Change vs previous 13F +10,050 shares

    1.25% of the 13F portfolio, value $14,158,983.

    13F-HR 0002010393-25-000005 filed by Smartleaf Asset Management 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 12,881 shares
    Change vs previous 13F +120 shares

    0.69% of the 13F portfolio, value $7,189,557.

    13F-HR 0002010393-25-000004 filed by Smartleaf Asset Management 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 12,761 shares
    Change vs previous 13F +259 shares

    0.77% of the 13F portfolio, value $7,541,688.

    13F-HR 0002010393-25-000001 filed by Smartleaf Asset Management 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 12,502 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $7,177,283.

    13F-HR 0002010393-24-000007 filed by Smartleaf Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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