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Disclosery

Soundwatch Capital LLC: IVV position timeline

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

Soundwatch Capital LLC held 524,081 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 524,081 shares
    Change vs previous 13F -19,755 shares

    43.56% of the 13F portfolio, value $392,479,157.

    13F-HR 0001214659-26-010055 filed by Soundwatch Capital 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 543,836 shares
    Change vs previous 13F +253,470 shares

    44.78% of the 13F portfolio, value $355,238,941.

    13F-HR 0001214659-26-005588 filed by Soundwatch Capital 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 290,366 shares
    Change vs previous 13F +17,521 shares

    30.85% of the 13F portfolio, value $198,883,400.

    13F-HR 0001214659-26-001373 filed by Soundwatch Capital 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 272,845 shares
    Change vs previous 13F -1,235,107 shares

    29.29% of the 13F portfolio, value $182,615,080.

    13F-HR 0001214659-25-015963 filed by Soundwatch Capital 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 1,507,952 shares
    Change vs previous 13F +1,245,649 shares

    29.79% of the 13F portfolio, value $167,892,308.

    13F-HR 0001214659-25-011840 filed by Soundwatch Capital 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 262,303 shares
    Change vs previous 13F -712,647 shares

    67.12% of the 13F portfolio, value $147,387,793.

    13F-HR 0001214659-25-007004 filed by Soundwatch Capital 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 974,950 shares
    Change vs previous 13F +503,129 shares

    60.69% of the 13F portfolio, value $573,933,612.

    13F-HR 0001214659-25-002524 filed by Soundwatch Capital 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 471,821 shares
    Change vs previous 13F not available

    42.92% of the 13F portfolio, value $272,155,578.

    13F-HR 0001214659-24-018597 filed by Soundwatch Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

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