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STEVENS CAPITAL PARTNERS: IVV position timeline

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

STEVENS CAPITAL PARTNERS held 40,339 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 40,339 shares
    Change vs previous 13F +4,594 shares

    5.75% of the 13F portfolio, value $30,209,842.

    13F-HR 0001965176-26-000003 filed by STEVENS CAPITAL PARTNERS
    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 35,745 shares
    Change vs previous 13F -173 shares

    5.61% of the 13F portfolio, value $23,348,675.

    13F-HR 0001965176-26-000002 filed by STEVENS CAPITAL PARTNERS
    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 35,918 shares
    Change vs previous 13F +4,767 shares

    6.44% of the 13F portfolio, value $24,601,742.

    13F-HR 0001965176-26-000001 filed by STEVENS CAPITAL PARTNERS
    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 31,151 shares
    Change vs previous 13F +83 shares

    6.22% of the 13F portfolio, value $20,849,299.

    13F-HR 0001965176-25-000002 filed by STEVENS CAPITAL PARTNERS
    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 31,068 shares
    Change vs previous 13F -1,558 shares

    7.08% of the 13F portfolio, value $19,752,416.

    13F-HR 0001085146-25-004965 filed by STEVENS CAPITAL PARTNERS
    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 32,626 shares
    Change vs previous 13F -6,453 shares

    8.61% of the 13F portfolio, value $18,332,358.

    13F-HR 0001085146-25-002549 filed by STEVENS CAPITAL PARTNERS
    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 39,079 shares
    Change vs previous 13F +308 shares

    10.42% of the 13F portfolio, value $23,004,898.

    13F-HR 0001085146-25-000738 filed by STEVENS CAPITAL PARTNERS
    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 38,771 shares
    Change vs previous 13F not available

    10.68% of the 13F portfolio, value $22,364,176.

    13F-HR 0001085146-24-005223 filed by STEVENS CAPITAL PARTNERS
    Filed (acceptance time not in the bulk data set), ingested

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