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Disclosery

Sunbeam Capital Management, LLC: IVV position timeline

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

Sunbeam Capital Management, LLC held 43,792 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 43,792 shares
    Change vs previous 13F +5,454 shares

    14.99% of the 13F portfolio, value $32,795,547.

    13F-HR 0001951757-26-001011 filed by Sunbeam Capital 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 38,338 shares
    Change vs previous 13F +5,382 shares

    14.33% of the 13F portfolio, value $25,042,757.

    13F-HR 0001951757-26-000624 filed by Sunbeam Capital 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 32,956 shares
    Change vs previous 13F +514 shares

    13.38% of the 13F portfolio, value $22,573,116.

    13F-HR 0001951757-26-000434 filed by Sunbeam Capital 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 32,442 shares
    Change vs previous 13F +1,438 shares

    13.49% of the 13F portfolio, value $21,713,382.

    13F-HR 0001951757-25-001203 filed by Sunbeam Capital 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 31,004 shares
    Change vs previous 13F +1,015 shares

    14.58% of the 13F portfolio, value $19,250,620.

    13F-HR 0001951757-25-000932 filed by Sunbeam Capital 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 29,989 shares
    Change vs previous 13F +1,565 shares

    16.04% of the 13F portfolio, value $16,850,676.

    13F-HR 0001951757-25-000518 filed by Sunbeam Capital 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/A 28,424 shares
    Change vs previous 13F not available

    15.53% of the 13F portfolio, value $16,732,805.

    13F-HR/A 0001951757-25-000274 filed by Sunbeam Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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