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Disclosery

Ted Buchan & Co: IVV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Ted Buchan & Co on IVV, newest first. How the timeline and the estimate are built.

Ted Buchan & Co held 20,557 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,557 shares
    Change vs previous 13F +88 shares

    5.04% of the 13F portfolio, value $15,394,785.

    13F-HR 0001172661-26-002769 filed by Ted Buchan & Co
    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 20,469 shares
    Change vs previous 13F -172 shares

    4.86% of the 13F portfolio, value $13,370,825.

    13F-HR 0001172661-26-001862 filed by Ted Buchan & Co
    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 20,641 shares
    Change vs previous 13F +203 shares

    5.19% of the 13F portfolio, value $14,137,860.

    13F-HR 0001172661-26-000603 filed by Ted Buchan & Co
    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 20,438 shares
    Change vs previous 13F +58 shares

    5.36% of the 13F portfolio, value $13,679,575.

    13F-HR 0001172661-25-004703 filed by Ted Buchan & Co
    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 20,380 shares
    Change vs previous 13F +405 shares

    5.03% of the 13F portfolio, value $12,654,380.

    13F-HR 0001172661-25-003122 filed by Ted Buchan & Co
    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 19,975 shares
    Change vs previous 13F +1,161 shares

    5.31% of the 13F portfolio, value $11,224,006.

    13F-HR 0001172661-25-001727 filed by Ted Buchan & Co
    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 18,814 shares
    Change vs previous 13F +128 shares

    5.23% of the 13F portfolio, value $11,075,864.

    13F-HR 0001172661-25-000720 filed by Ted Buchan & Co
    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 18,686 shares
    Change vs previous 13F not available

    5.11% of the 13F portfolio, value $10,778,681.

    13F-HR 0001172661-24-004440 filed by Ted Buchan & Co
    Filed (acceptance time not in the bulk data set), ingested

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