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Disclosery

SMITH, MOORE & CO.: IVV position timeline

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

SMITH, MOORE & CO. held 112,291 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 112,291 shares
    Change vs previous 13F +2,828 shares

    5.46% of the 13F portfolio, value $84,093,448.

    13F-HR 0000200724-26-000004 filed by SMITH, MOORE & CO.
    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 109,463 shares
    Change vs previous 13F +1,362 shares

    5.2% of the 13F portfolio, value $71,502,408.

    13F-HR 0000200724-26-000003 filed by SMITH, MOORE & CO.
    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 108,101 shares
    Change vs previous 13F +17 shares

    5.6% of the 13F portfolio, value $74,042,579.

    13F-HR 0000200724-26-000001 filed by SMITH, MOORE & CO.
    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 108,084 shares
    Change vs previous 13F +184 shares

    5.54% of the 13F portfolio, value $72,340,310.

    13F-HR 0000200724-25-000007 filed by SMITH, MOORE & CO.
    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 107,900 shares
    Change vs previous 13F -672 shares

    5.62% of the 13F portfolio, value $66,995,344.

    13F-HR 0000200724-25-000006 filed by SMITH, MOORE & CO.
    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 108,572 shares
    Change vs previous 13F -1,488 shares

    5.65% of the 13F portfolio, value $61,006,631.

    13F-HR 0000200724-25-000005 filed by SMITH, MOORE & CO.
    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 110,060 shares
    Change vs previous 13F +1,127 shares

    5.92% of the 13F portfolio, value $64,790,272.

    13F-HR 0000200724-25-000002 filed by SMITH, MOORE & CO.
    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 108,933 shares
    Change vs previous 13F not available

    6% of the 13F portfolio, value $62,834,922.

    13F-HR 0000200724-24-000007 filed by SMITH, MOORE & CO.
    Filed (acceptance time not in the bulk data set), ingested

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