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Disclosery

TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV: IVV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV on IVV, newest first. How the timeline and the estimate are built.

TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV held 1,070 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,070 shares
    Change vs previous 13F +1 shares

    0.26% of the 13F portfolio, value $801,348.

    13F-HR 0001398344-26-012662 filed by TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV
    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 1,069 shares
    Change vs previous 13F +15 shares

    0.25% of the 13F portfolio, value $698,474.

    13F-HR 0001398344-26-008550 filed by TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV
    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 1,054 shares
    Change vs previous 13F +10 shares

    0.25% of the 13F portfolio, value $721,605.

    13F-HR 0001398344-26-000978 filed by TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV
    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 1,044 shares
    Change vs previous 13F -21 shares

    0.25% of the 13F portfolio, value $698,505.

    13F-HR 0001398344-25-019223 filed by TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV
    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 1,065 shares
    Change vs previous 13F +1 shares

    0.24% of the 13F portfolio, value $661,196.

    13F-HR 0001398344-25-013210 filed by TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV
    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 1,064 shares
    Change vs previous 13F -235 shares

    0.23% of the 13F portfolio, value $597,937.

    13F-HR 0001398344-25-007366 filed by TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV
    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 1,299 shares
    Change vs previous 13F -4 shares

    0.28% of the 13F portfolio, value $764,892.

    13F-HR 0001398344-25-002084 filed by TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV
    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 1,303 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $751,385.

    13F-HR 0001398344-24-019092 filed by TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV
    Filed (acceptance time not in the bulk data set), ingested

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