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Disclosery

STEPH & CO: IVV position timeline

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

STEPH & CO held 9,930 IVV shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 9,930 shares
    Change vs previous 13F -1,686 shares

    1.94% of the 13F portfolio, value $7,604,891.

    13F-HR 0000941519-26-000007 filed by STEPH & CO
    Accepted , ingested

  2. period ended2026-06-30
    13F 11,616 shares
    Change vs previous 13F +25 shares

    2.2% of the 13F portfolio, value $8,699,106.

    13F-HR 0000941519-26-000004 filed by STEPH & CO
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 11,591 shares
    Change vs previous 13F +1,427 shares

    2.16% of the 13F portfolio, value $7,571,357.

    13F-HR 0000941519-26-000003 filed by STEPH & CO
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 10,164 shares
    Change vs previous 13F +127 shares

    2.01% of the 13F portfolio, value $6,961,730.

    13F-HR 0000941519-26-000002 filed by STEPH & CO
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 10,037 shares
    Change vs previous 13F -10 shares

    2.05% of the 13F portfolio, value $6,717,764.

    13F-HR 0000941519-25-000009 filed by STEPH & CO
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 10,047 shares
    Change vs previous 13F +380 shares

    2.02% of the 13F portfolio, value $6,238,182.

    13F-HR 0000941519-25-000004 filed by STEPH & CO
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 9,667 shares
    Change vs previous 13F -7 shares

    1.95% of the 13F portfolio, value $5,431,887.

    13F-HR 0000941519-25-000003 filed by STEPH & CO
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 9,674 shares
    Change vs previous 13F not available

    1.92% of the 13F portfolio, value $5,694,890.

    13F-HR 0000941519-25-000001 filed by STEPH & CO
    Filed (acceptance time not in the bulk data set), ingested

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