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Spectrum Strategic Capital Management, LLC: IVV position timeline

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

Spectrum Strategic Capital Management, LLC held 5,440 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,440 shares
    Change vs previous 13F -2,209 shares

    2.02% of the 13F portfolio, value $4,074,304.

    13F-HR 0001554961-26-000014 filed by Spectrum Strategic Capital 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 7,649 shares
    Change vs previous 13F -430 shares

    2.69% of the 13F portfolio, value $4,996,702.

    13F-HR 0001554961-26-000009 filed by Spectrum Strategic Capital 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 8,079 shares
    Change vs previous 13F -4,089 shares

    2.94% of the 13F portfolio, value $5,533,943.

    13F-HR 0001554961-26-000005 filed by Spectrum Strategic Capital 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 12,168 shares
    Change vs previous 13F -9,615 shares

    4.88% of the 13F portfolio, value $8,143,992.

    13F-HR 0001554961-25-000013 filed by Spectrum Strategic Capital 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 21,783 shares
    Change vs previous 13F -34,936 shares

    8.61% of the 13F portfolio, value $13,524,891.

    13F-HR 0001554961-25-000011 filed by Spectrum Strategic Capital 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 56,719 shares
    Change vs previous 13F +174 shares

    19.99% of the 13F portfolio, value $31,870,599.

    13F-HR 0001554961-25-000007 filed by Spectrum Strategic Capital 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 56,545 shares
    Change vs previous 13F +18,077 shares

    20.97% of the 13F portfolio, value $33,286,865.

    13F-HR 0001554961-25-000004 filed by Spectrum Strategic Capital 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 38,468 shares
    Change vs previous 13F not available

    15.06% of the 13F portfolio, value $22,189,192.

    13F-HR 0001554961-24-000008 filed by Spectrum Strategic Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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