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Stone House Investment Management, LLC: IVV position timeline

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

Stone House Investment Management, LLC held 139,300 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 139,300 shares
    Change vs previous 13F +38,455 shares

    13.87% of the 13F portfolio, value $104,320,536.

    13F-HR 0001696497-26-000009 filed by Stone House Investment 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 100,845 shares
    Change vs previous 13F +38,188 shares

    11.8% of the 13F portfolio, value $65,872,990.

    13F-HR 0001696497-26-000006 filed by Stone House Investment 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 62,657 shares
    Change vs previous 13F +1,001 shares

    6.66% of the 13F portfolio, value $42,916,328.

    13F-HR 0001696497-26-000002 filed by Stone House Investment 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 61,656 shares
    Change vs previous 13F +5,404 shares

    6.95% of the 13F portfolio, value $41,266,501.

    13F-HR 0001696497-25-000010 filed by Stone House Investment 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 56,252 shares
    Change vs previous 13F -52,256 shares

    6.42% of the 13F portfolio, value $34,926,712.

    13F-HR 0001999371-25-010654 filed by Stone House Investment 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 108,508 shares
    Change vs previous 13F +6,922 shares

    12.36% of the 13F portfolio, value $60,970,408.

    13F-HR 0002034054-25-000003 filed by Stone House Investment 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 101,586 shares
    Change vs previous 13F -19,172 shares

    15.2% of the 13F portfolio, value $59,801,519.

    13F-HR 0001696497-25-000001 filed by Stone House Investment 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 120,758 shares
    Change vs previous 13F not available

    14.39% of the 13F portfolio, value $69,655,798.

    13F-HR 0001696497-24-000008 filed by Stone House Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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