Skip to content
Disclosery

Stephenson & Company, Inc.: IVV position timeline

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

Stephenson & Company, Inc. held 40,539 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 40,539 shares
    Change vs previous 13F +2,211 shares

    14.22% of the 13F portfolio, value $30,359,468.

    13F-HR 0001172661-26-002880 filed by Stephenson & Company, Inc.
    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 38,328 shares
    Change vs previous 13F +1,850 shares

    13.57% of the 13F portfolio, value $25,036,202.

    13F-HR 0001172661-26-001723 filed by Stephenson & Company, Inc.
    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 36,478 shares
    Change vs previous 13F +527 shares

    13.72% of the 13F portfolio, value $24,984,975.

    13F-HR 0001172661-26-000330 filed by Stephenson & Company, Inc.
    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 35,951 shares
    Change vs previous 13F +124 shares

    13.82% of the 13F portfolio, value $24,062,116.

    13F-HR 0001172661-25-004338 filed by Stephenson & Company, Inc.
    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 35,827 shares
    Change vs previous 13F +1,529 shares

    13.51% of the 13F portfolio, value $22,244,856.

    13F-HR 0001172661-25-002974 filed by Stephenson & Company, Inc.
    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 34,298 shares
    Change vs previous 13F +132 shares

    12.53% of the 13F portfolio, value $19,271,879.

    13F-HR 0001172661-25-001602 filed by Stephenson & Company, Inc.
    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 34,166 shares
    Change vs previous 13F +1,112 shares

    13.54% of the 13F portfolio, value $20,112,617.

    13F-HR 0001172661-25-000339 filed by Stephenson & Company, Inc.
    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 33,054 shares
    Change vs previous 13F not available

    12.9% of the 13F portfolio, value $19,065,949.

    13F-HR 0001172661-24-004367 filed by Stephenson & Company, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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