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Twele Capital Management, Inc.: IVV position timeline

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

Twele Capital Management, Inc. held 93,090 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 93,090 shares
    Change vs previous 13F -4,992 shares

    11.39% of the 13F portfolio, value $69,714,258.

    13F-HR 0001411268-26-000004 filed by Twele 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 98,082 shares
    Change vs previous 13F +2,401 shares

    11.42% of the 13F portfolio, value $64,068,220.

    13F-HR 0001411268-26-000003 filed by Twele 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 95,681 shares
    Change vs previous 13F +1,193 shares

    11.71% of the 13F portfolio, value $65,535,824.

    13F-HR 0001411268-26-000002 filed by Twele 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 94,488 shares
    Change vs previous 13F -1,473 shares

    11.67% of the 13F portfolio, value $63,240,897.

    13F-HR 0001411268-25-000009 filed by Twele 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 95,961 shares
    Change vs previous 13F -1,738 shares

    11.82% of the 13F portfolio, value $59,582,257.

    13F-HR 0001411268-25-000006 filed by Twele 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 97,699 shares
    Change vs previous 13F +3,552 shares

    11.64% of the 13F portfolio, value $54,897,134.

    13F-HR 0001411268-25-000004 filed by Twele 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 94,147 shares
    Change vs previous 13F -4,621 shares

    11.75% of the 13F portfolio, value $55,422,525.

    13F-HR 0001411268-25-000003 filed by Twele 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 98,768 shares
    Change vs previous 13F not available

    11.96% of the 13F portfolio, value $56,971,358.

    13F-HR 0001411268-24-000009 filed by Twele Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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