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Disclosery

Tepp RIA, LLC: IVV position timeline

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

Tepp RIA, LLC held 34,303 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 34,303 shares
    Change vs previous 13F -1,482 shares

    17.42% of the 13F portfolio, value $25,689,067.

    13F-HR 0002055925-26-000005 filed by Tepp RIA, 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 35,785 shares
    Change vs previous 13F +1,391 shares

    18.31% of the 13F portfolio, value $23,375,339.

    13F-HR 0002055925-26-000004 filed by Tepp RIA, 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 34,394 shares
    Change vs previous 13F +2,055 shares

    23.32% of the 13F portfolio, value $23,558,159.

    13F-HR 0002055925-26-000001 filed by Tepp RIA, 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 32,339 shares
    Change vs previous 13F -2,751 shares

    24.57% of the 13F portfolio, value $21,644,641.

    13F-HR 0001986152-25-000107 filed by Tepp RIA, 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 35,090 shares
    Change vs previous 13F +2,412 shares

    28.12% of the 13F portfolio, value $21,787,189.

    13F-HR 0001667731-25-000807 filed by Tepp RIA, 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 32,678 shares
    Change vs previous 13F +1,031 shares

    24.94% of the 13F portfolio, value $18,361,592.

    13F-HR 0001667731-25-000505 filed by Tepp RIA, 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 31,647 shares
    Change vs previous 13F not available

    27.57% of the 13F portfolio, value $18,630,195.

    13F-HR 0001667731-25-000241 filed by Tepp RIA, LLC
    Filed (acceptance time not in the bulk data set), ingested

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