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TBH Global Asset Management, LLC: IVV position timeline

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

TBH Global Asset Management, LLC held 40,073 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 40,073 shares
    Change vs previous 13F +1,988 shares

    5.5% of the 13F portfolio, value $30,010,201.

    13F-HR 0001787125-26-000005 filed by TBH Global Asset 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 38,085 shares
    Change vs previous 13F +38,085 shares

    5.03% of the 13F portfolio, value $24,980,830.

    13F-HR 0001787125-26-000002 filed by TBH Global Asset 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 0 shares
    Change vs previous 13F -37,387 shares

    13F-HR 0001787125-26-000001 filed by TBH Global Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-09-30
    13F 37,387 shares
    Change vs previous 13F -825,830 shares

    4.88% of the 13F portfolio, value $25,022,956.

    13F-HR 0001787125-25-000002 filed by TBH Global Asset 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 863,217 shares
    Change vs previous 13F -136,621 shares

    19.51% of the 13F portfolio, value $91,249,596.

    13F-HR 0001085146-25-003917 filed by TBH Global Asset 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 999,838 shares
    Change vs previous 13F +969,663 shares

    19.31% of the 13F portfolio, value $100,666,475.

    13F-HR 0001085146-25-002333 filed by TBH Global Asset 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 30,175 shares
    Change vs previous 13F -8,320 shares

    4.24% of the 13F portfolio, value $17,915,007.

    13F-HR 0001085146-25-000677 filed by TBH Global Asset 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 38,495 shares
    Change vs previous 13F not available

    4.84% of the 13F portfolio, value $22,204,863.

    13F-HR 0001085146-24-005333 filed by TBH Global Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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