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Disclosery

Texas Yale Capital Corp.: IVV position timeline

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

Texas Yale Capital Corp. held 4,758 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,758 shares
    Change vs previous 13F -36 shares

    0.08% of the 13F portfolio, value $3,563,219.

    13F-HR 0001420506-26-001534 filed by Texas Yale Capital Corp.
    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 4,794 shares
    Change vs previous 13F -2 shares

    0.09% of the 13F portfolio, value $3,131,489.

    13F-HR 0001420506-26-000789 filed by Texas Yale Capital Corp.
    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 4,796 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $3,284,972.

    13F-HR 0001420506-26-000244 filed by Texas Yale Capital Corp.
    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 4,796 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $3,209,963.

    13F-HR 0001420506-25-003042 filed by Texas Yale Capital Corp.
    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 4,796 shares
    Change vs previous 13F +405 shares

    0.1% of the 13F portfolio, value $2,977,836.

    13F-HR 0001420506-25-001721 filed by Texas Yale Capital Corp.
    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 4,391 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $2,467,303.

    13F-HR 0001420506-25-000913 filed by Texas Yale Capital Corp.
    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 4,391 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $2,584,894.

    13F-HR 0001420506-25-000345 filed by Texas Yale Capital Corp.
    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 4,391 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $2,532,817.

    13F-HR 0001420506-24-002280 filed by Texas Yale Capital Corp.
    Filed (acceptance time not in the bulk data set), ingested

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