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Disclosery

Sugar Maple Asset Management, LLC: IVV position timeline

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

Sugar Maple Asset Management, LLC held 14,720 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 14,720 shares
    Change vs previous 13F -341 shares

    7.11% of the 13F portfolio, value $11,023,323.

    13F-HR 0002012673-26-000004 filed by Sugar Maple Asset 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 15,061 shares
    Change vs previous 13F +30 shares

    5.97% of the 13F portfolio, value $9,837,897.

    13F-HR 0002012673-26-000002 filed by Sugar Maple Asset 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 15,031 shares
    Change vs previous 13F -216 shares

    6.92% of the 13F portfolio, value $10,295,429.

    13F-HR 0002012673-26-000001 filed by Sugar Maple Asset 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 15,247 shares
    Change vs previous 13F +107 shares

    7.3% of the 13F portfolio, value $10,204,956.

    13F-HR 0002012673-25-000005 filed by Sugar Maple Asset 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 15,140 shares
    Change vs previous 13F +2,222 shares

    7.33% of the 13F portfolio, value $9,400,687.

    13F-HR 0002012673-25-000003 filed by Sugar Maple Asset 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 12,918 shares
    Change vs previous 13F -1,028 shares

    5.71% of the 13F portfolio, value $7,258,396.

    13F-HR 0002012673-25-000002 filed by Sugar Maple Asset 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 13,946 shares
    Change vs previous 13F -2,698 shares

    6.25% of the 13F portfolio, value $8,209,922.

    13F-HR 0002012673-25-000001 filed by Sugar Maple Asset 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 16,644 shares
    Change vs previous 13F not available

    8.34% of the 13F portfolio, value $9,600,898.

    13F-HR 0002012673-24-000002 filed by Sugar Maple Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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