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Disclosery

SWARTHMORE GROUP INC: IVV position timeline

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

SWARTHMORE GROUP INC held 373,601 IVV shares at 2022-06-30 per its 13F-HR filed 2022-07-20.

the latest 13F is the newest step

  1. period ended2022-06-30
    13F 373,601 shares
    Change vs previous 13F +179,629 shares

    56.96% of the 13F portfolio, value $141,651,000.

    13F-HR 0001062993-22-016545 filed by SWARTHMORE GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2022-03-31
    13F 193,972 shares
    Change vs previous 13F 0 shares

    22.47% of the 13F portfolio, value $88,003,000.

    13F-HR 0001062993-22-010012 filed by SWARTHMORE GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2021-12-31
    13F 193,972 shares
    Change vs previous 13F +5,676 shares

    21.99% of the 13F portfolio, value $92,523,000.

    13F-HR 0001062993-22-001200 filed by SWARTHMORE GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2021-09-30
    13F 188,296 shares
    Change vs previous 13F 0 shares

    20.9% of the 13F portfolio, value $80,952,000.

    13F-HR 0001062993-21-011214 filed by SWARTHMORE GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2021-06-30
    13F 188,296 shares
    Change vs previous 13F -4,250 shares

    20.9% of the 13F portfolio, value $80,952,000.

    13F-HR 0001062993-21-007192 filed by SWARTHMORE GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2021-03-31
    13F 192,546 shares
    Change vs previous 13F +181,201 shares

    20.93% of the 13F portfolio, value $76,599,000.

    13F-HR 0001062993-21-003875 filed by SWARTHMORE GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2020-12-31
    13F 11,345 shares
    Change vs previous 13F -177,962 shares

    16.27% of the 13F portfolio, value $4,259,000.

    13F-HR 0001062993-21-001003 filed by SWARTHMORE GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2020-09-30
    13F 189,307 shares
    Change vs previous 13F not available

    20.01% of the 13F portfolio, value $63,619,000.

    13F-HR 0001062993-20-005079 filed by SWARTHMORE GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

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