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Disclosery

Trilogy Capital Inc.: IVV position timeline

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

Trilogy Capital Inc. held 150,835 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 150,835 shares
    Change vs previous 13F +6,362 shares

    4.41% of the 13F portfolio, value $112,958,489.

    13F-HR 0001722512-26-000004 filed by Trilogy Capital 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 144,473 shares
    Change vs previous 13F +12,438 shares

    4.2% of the 13F portfolio, value $94,371,238.

    13F-HR 0001722512-26-000003 filed by Trilogy Capital 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 132,035 shares
    Change vs previous 13F +4,409 shares

    4.04% of the 13F portfolio, value $90,436,199.

    13F-HR 0001722512-26-000001 filed by Trilogy Capital 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 127,626 shares
    Change vs previous 13F +7,279 shares

    3.95% of the 13F portfolio, value $85,420,076.

    13F-HR 0001722512-25-000007 filed by Trilogy Capital 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 120,347 shares
    Change vs previous 13F -35,012 shares

    3.63% of the 13F portfolio, value $74,723,355.

    13F-HR 0001722512-25-000006 filed by Trilogy Capital 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 155,359 shares
    Change vs previous 13F +108,421 shares

    4.58% of the 13F portfolio, value $87,296,181.

    13F-HR 0001722512-25-000004 filed by Trilogy Capital 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 46,938 shares
    Change vs previous 13F -600 shares

    1.42% of the 13F portfolio, value $27,631,257.

    13F-HR 0001722512-25-000002 filed by Trilogy Capital 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 47,538 shares
    Change vs previous 13F not available

    1.38% of the 13F portfolio, value $27,421,077.

    13F-HR 0001722512-24-000007 filed by Trilogy Capital Inc.
    Filed (acceptance time not in the bulk data set), ingested

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