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Disclosery

University of Massachusetts Foundation, Inc.: IVV position timeline

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

University of Massachusetts Foundation, Inc. held 0 IVV shares at 2025-09-30 per its 13F-HR filed 2025-11-13.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -84,914 shares

    13F-HR 0001802874-25-000012 filed by University of Massachusetts Foundation, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-06-30
    13F 84,914 shares
    Change vs previous 13F +2,016 shares

    26.55% of the 13F portfolio, value $52,723,103.

    13F-HR 0001802874-25-000008 filed by University of Massachusetts Foundation, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 82,898 shares
    Change vs previous 13F 0 shares

    26.12% of the 13F portfolio, value $46,580,386.

    13F-HR 0001802874-25-000004 filed by University of Massachusetts Foundation, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 82,898 shares
    Change vs previous 13F not available

    26.25% of the 13F portfolio, value $48,800,395.

    13F-HR 0001493152-25-006088 filed by University of Massachusetts Foundation, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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