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Disclosery

SP Asset Management LLC: IVV position timeline

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

SP Asset Management LLC held 1,557 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,557 shares
    Change vs previous 13F +3 shares

    0.09% of the 13F portfolio, value $1,165,829.

    13F-HR 0001962086-26-000005 filed by SP 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 1,554 shares
    Change vs previous 13F -3,139 shares

    0.09% of the 13F portfolio, value $1,014,936.

    13F-HR 0001962086-26-000004 filed by SP 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 4,693 shares
    Change vs previous 13F +4 shares

    0.25% of the 13F portfolio, value $3,214,452.

    13F-HR 0001962086-26-000001 filed by SP 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 4,689 shares
    Change vs previous 13F +493 shares

    0.25% of the 13F portfolio, value $3,138,415.

    13F-HR 0001962086-25-000007 filed by SP 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 4,196 shares
    Change vs previous 13F +31 shares

    0.22% of the 13F portfolio, value $2,605,485.

    13F-HR 0001962086-25-000004 filed by SP 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 4,165 shares
    Change vs previous 13F +12 shares

    0.21% of the 13F portfolio, value $2,340,113.

    13F-HR 0001962086-25-000003 filed by SP 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 4,153 shares
    Change vs previous 13F +260 shares

    0.21% of the 13F portfolio, value $2,444,810.

    13F-HR 0001962086-25-000001 filed by SP 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 3,893 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $2,245,578.

    13F-HR 0001962086-24-000006 filed by SP Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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