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Tassel Capital Management, Inc.: IVV position timeline

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

Tassel Capital Management, Inc. held 368 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 368 shares
    Change vs previous 13F +21 shares

    0.13% of the 13F portfolio, value $275,555.

    13F-HR 0001951757-26-001179 filed by Tassel Capital Management, 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 347 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $226,902.

    13F-HR 0001951757-26-000684 filed by Tassel Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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