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Disclosery

TCP Asset Management, LLC: IVV position timeline

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

TCP Asset Management, LLC held 178,510 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 178,510 shares
    Change vs previous 13F +4,656 shares

    15.16% of the 13F portfolio, value $133,684,701.

    13F-HR 0002085853-26-000732 filed by TCP 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 173,854 shares
    Change vs previous 13F +45,493 shares

    14.6% of the 13F portfolio, value $113,563,364.

    13F-HR 0002085853-26-000334 filed by TCP 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 128,361 shares
    Change vs previous 13F +4,497 shares

    14.81% of the 13F portfolio, value $87,919,631.

    13F-HR 0002085853-26-000013 filed by TCP Asset 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 123,864 shares
    Change vs previous 13F +1,290 shares

    14.79% of the 13F portfolio, value $82,901,940.

    13F-HR 0002085853-25-000018 filed by TCP 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 122,574 shares
    Change vs previous 13F +4,227 shares

    15.09% of the 13F portfolio, value $76,106,283.

    13F-HR 0001667731-25-001101 filed by TCP 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 118,347 shares
    Change vs previous 13F +2,627 shares

    14.86% of the 13F portfolio, value $66,498,973.

    13F-HR 0001667731-25-000534 filed by TCP 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 115,720 shares
    Change vs previous 13F +2,476 shares

    15.02% of the 13F portfolio, value $68,122,156.

    13F-HR 0001667731-25-000031 filed by TCP 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 113,244 shares
    Change vs previous 13F not available

    15.06% of the 13F portfolio, value $65,321,299.

    13F-HR 0001961898-24-000005 filed by TCP Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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