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SYNTAX RESEARCH, INC.: IVV position timeline

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

SYNTAX RESEARCH, INC. held 18,266 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,266 shares
    Change vs previous 13F -175 shares

    9.99% of the 13F portfolio, value $13,679,284.

    13F-HR 0001398344-26-013177 filed by SYNTAX RESEARCH, INC.
    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 18,441 shares
    Change vs previous 13F -2,589 shares

    7.67% of the 13F portfolio, value $12,046,051.

    13F-HR 0001398344-26-007193 filed by SYNTAX RESEARCH, INC.
    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 21,030 shares
    Change vs previous 13F +23 shares

    8.88% of the 13F portfolio, value $14,404,000.

    13F-HR 0001398344-26-001787 filed by SYNTAX RESEARCH, INC.
    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 21,007 shares
    Change vs previous 13F -3,181 shares

    9.04% of the 13F portfolio, value $14,059,741.

    13F-HR 0001398344-25-020297 filed by SYNTAX RESEARCH, INC.
    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 24,188 shares
    Change vs previous 13F +1,052 shares

    10.67% of the 13F portfolio, value $15,018,520.

    13F-HR 0001398344-25-013375 filed by SYNTAX RESEARCH, INC.
    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 23,136 shares
    Change vs previous 13F +3,407 shares

    8.98% of the 13F portfolio, value $12,999,919.

    13F-HR 0001398344-25-008843 filed by SYNTAX RESEARCH, INC.
    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 19,729 shares
    Change vs previous 13F -1,095 shares

    8.33% of the 13F portfolio, value $11,613,798.

    13F-HR 0001398344-25-002436 filed by SYNTAX RESEARCH, INC.
    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 20,824 shares
    Change vs previous 13F not available

    8.13% of the 13F portfolio, value $12,011,761.

    13F-HR 0001398344-24-023327 filed by SYNTAX RESEARCH, INC.
    Filed (acceptance time not in the bulk data set), ingested

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