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TD Capital Management LLC: IVV position timeline

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

TD Capital Management LLC held 80,455 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 80,455 shares
    Change vs previous 13F +25 shares

    4.92% of the 13F portfolio, value $60,251,588.

    13F-HR 0001483824-26-000004 filed by TD 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 80,430 shares
    Change vs previous 13F +1,809 shares

    4.73% of the 13F portfolio, value $52,537,638.

    13F-HR 0001483824-26-000003 filed by TD 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 78,621 shares
    Change vs previous 13F -384 shares

    4.78% of the 13F portfolio, value $53,850,871.

    13F-HR 0001483824-26-000002 filed by TD 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 79,005 shares
    Change vs previous 13F -1,359 shares

    4.76% of the 13F portfolio, value $52,877,721.

    13F-HR 0001483824-25-000007 filed by TD 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 80,364 shares
    Change vs previous 13F -568 shares

    4.71% of the 13F portfolio, value $49,898,221.

    13F-HR 0001483824-25-000004 filed by TD 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 80,932 shares
    Change vs previous 13F +216 shares

    4.61% of the 13F portfolio, value $45,475,908.

    13F-HR 0001483824-25-000003 filed by TD 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 80,716 shares
    Change vs previous 13F -1,059 shares

    4.83% of the 13F portfolio, value $47,515,668.

    13F-HR 0001483824-25-000002 filed by TD 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 81,775 shares
    Change vs previous 13F not available

    4.72% of the 13F portfolio, value $47,169,385.

    13F-HR 0001483824-24-000006 filed by TD Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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