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Tarbox Family Office, Inc.: IVV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Tarbox Family Office, Inc. on IVV, newest first. How the timeline and the estimate are built.

Tarbox Family Office, Inc. held 310,326 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 310,326 shares
    Change vs previous 13F -3,317 shares

    33.29% of the 13F portfolio, value $232,400,115.

    13F-HR 0001599603-26-000006 filed by Tarbox Family Office, 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 313,643 shares
    Change vs previous 13F -2,065 shares

    33.27% of the 13F portfolio, value $204,874,657.

    13F-HR 0001599603-26-000003 filed by Tarbox Family Office, 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 315,708 shares
    Change vs previous 13F -35,066 shares

    34.79% of the 13F portfolio, value $216,240,878.

    13F-HR 0001599603-26-000001 filed by Tarbox Family Office, 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 350,774 shares
    Change vs previous 13F -25,677 shares

    34.46% of the 13F portfolio, value $234,772,793.

    13F-HR 0001599603-25-000002 filed by Tarbox Family Office, 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 376,451 shares
    Change vs previous 13F +5,134 shares

    35.15% of the 13F portfolio, value $233,738,630.

    13F-HR 0001085146-25-004840 filed by Tarbox Family Office, 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 371,317 shares
    Change vs previous 13F -4,863 shares

    34.68% of the 13F portfolio, value $208,643,114.

    13F-HR 0001085146-25-002826 filed by Tarbox Family Office, 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 376,180 shares
    Change vs previous 13F -2,938 shares

    36.53% of the 13F portfolio, value $221,449,400.

    13F-HR 0001085146-25-000302 filed by Tarbox Family Office, 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 379,118 shares
    Change vs previous 13F not available

    35.84% of the 13F portfolio, value $218,683,012.

    13F-HR 0001085146-24-005089 filed by Tarbox Family Office, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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