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Disclosery

NBW CAPITAL LLC: IVV position timeline

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

NBW CAPITAL LLC held 380 IVV shares at 2025-06-30 per its 13F-HR filed 2025-08-13.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 380 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $235,942.

    13F-HR 0001512901-25-000003 filed by NBW CAPITAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 380 shares
    Change vs previous 13F -4 shares

    0.05% of the 13F portfolio, value $213,522.

    13F-HR 0001512901-25-000002 filed by NBW CAPITAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 384 shares
    Change vs previous 13F -22 shares

    0.04% of the 13F portfolio, value $226,053.

    13F-HR 0001512901-25-000001 filed by NBW CAPITAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 406 shares
    Change vs previous 13F -1 shares

    0.04% of the 13F portfolio, value $234,189.

    13F-HR 0001512901-24-000004 filed by NBW CAPITAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 407 shares
    Change vs previous 13F -165 shares

    0.04% of the 13F portfolio, value $222,723.

    13F-HR 0001512901-24-000003 filed by NBW CAPITAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 572 shares
    Change vs previous 13F -14 shares

    0.06% of the 13F portfolio, value $300,718.

    13F-HR 0001512901-24-000002 filed by NBW CAPITAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 586 shares
    Change vs previous 13F -52 shares

    0.06% of the 13F portfolio, value $279,891.

    13F-HR 0001512901-24-000001 filed by NBW CAPITAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 638 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $273,976.

    13F-HR 0001512901-23-000004 filed by NBW CAPITAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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