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Unified Investment Management: IVV position timeline

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

Unified Investment Management held 424 IVV shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 424 shares
    Change vs previous 13F 0 shares

    0.29% of the 13F portfolio, value $324,720.

    13F-HR 0002085853-26-001170 filed by Unified Investment Management
    Accepted , ingested

  2. period ended2026-06-30
    13F 424 shares
    Change vs previous 13F +48 shares

    0.3% of the 13F portfolio, value $317,529.

    13F-HR 0002085853-26-000871 filed by Unified Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 376 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $245,607.

    13F-HR 0002085853-26-000519 filed by Unified Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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