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Taylor Hoffman Capital Management LLC: IVOO position timeline

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

Taylor Hoffman Capital Management LLC held 6,015 IVOO shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,015 shares
    Change vs previous 13F +61 shares

    0.19% of the 13F portfolio, value $784,296.

    13F-HR 0002042493-26-000003 filed by Taylor Hoffman 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 5,954 shares
    Change vs previous 13F -518 shares

    0.21% of the 13F portfolio, value $680,609.

    13F-HR 0002042493-26-000002 filed by Taylor Hoffman 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 6,472 shares
    Change vs previous 13F -208 shares

    0.22% of the 13F portfolio, value $723,518.

    13F-HR 0002042493-26-000001 filed by Taylor Hoffman 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 6,680 shares
    Change vs previous 13F -65 shares

    0.23% of the 13F portfolio, value $737,288.

    13F-HR 0002042493-25-000002 filed by Taylor Hoffman 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 6,745 shares
    Change vs previous 13F -349 shares

    0.24% of the 13F portfolio, value $708,038.

    13F-HR 0001085146-25-003690 filed by Taylor Hoffman 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 7,094 shares
    Change vs previous 13F +1,227 shares

    0.26% of the 13F portfolio, value $704,197.

    13F-HR 0001085146-25-002994 filed by Taylor Hoffman 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 5,867 shares
    Change vs previous 13F -19 shares

    0.22% of the 13F portfolio, value $619,000.

    13F-HR 0001085146-25-001732 filed by Taylor Hoffman Capital Management LLC
    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 5,886 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $616,957.

    13F-HR 0001085146-24-005505 filed by Taylor Hoffman Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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