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Telos Capital Management, Inc.: IVV position timeline

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

Telos Capital Management, Inc. held 20,277 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,277 shares
    Change vs previous 13F +194 shares

    1.34% of the 13F portfolio, value $15,185,547.

    13F-HR 0001567889-26-000004 filed by Telos Capital Management, Inc.
    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 20,083 shares
    Change vs previous 13F +151 shares

    1.26% of the 13F portfolio, value $13,118,449.

    13F-HR 0001567889-26-000002 filed by Telos Capital Management, Inc.
    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 19,932 shares
    Change vs previous 13F +52 shares

    1.27% of the 13F portfolio, value $13,652,004.

    13F-HR 0001567889-26-000001 filed by Telos Capital Management, Inc.
    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 19,880 shares
    Change vs previous 13F -11 shares

    1.27% of the 13F portfolio, value $13,305,612.

    13F-HR 0001567889-25-000005 filed by Telos Capital Management, Inc.
    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 19,891 shares
    Change vs previous 13F +1,493 shares

    1.26% of the 13F portfolio, value $12,350,557.

    13F-HR 0001567889-25-000004 filed by Telos Capital Management, Inc.
    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 18,398 shares
    Change vs previous 13F +474 shares

    1.13% of the 13F portfolio, value $10,338,061.

    13F-HR 0001567889-25-000003 filed by Telos Capital Management, Inc.
    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 17,924 shares
    Change vs previous 13F +60 shares

    1.13% of the 13F portfolio, value $10,551,610.

    13F-HR 0001567889-25-000001 filed by Telos Capital Management, Inc.
    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 17,864 shares
    Change vs previous 13F not available

    1.08% of the 13F portfolio, value $10,304,343.

    13F-HR 0001567889-24-000004 filed by Telos Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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