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Disclosery

SOMERVILLE KURT F: IVV position timeline

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

SOMERVILLE KURT F held 0 IVV shares at 2026-03-31 per its 13F-HR filed 2026-05-08.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -671 shares

    13F-HR 0001215208-26-000002 filed by SOMERVILLE KURT F
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 671 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $459,595.

    13F-HR 0001215208-26-000001 filed by SOMERVILLE KURT F
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 671 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $449,100.

    13F-HR 0001215208-25-000008 filed by SOMERVILLE KURT F
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 671 shares
    Change vs previous 13F -38 shares

    0.07% of the 13F portfolio, value $416,624.

    13F-HR 0001314376-25-000003 filed by SOMERVILLE KURT F
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 709 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $398,387.

    13F-HR 0001215208-25-000001 filed by SOMERVILLE KURT F
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 709 shares
    Change vs previous 13F -2,000 shares

    0.07% of the 13F portfolio, value $417,374.

    13F-HR 0001494234-25-000005 filed by SOMERVILLE KURT F
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 2,709 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $1,562,605.

    13F-HR 0001053914-24-000005 filed by SOMERVILLE KURT F
    Filed (acceptance time not in the bulk data set), ingested

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