Valtrion Capital Management, LLC: IVV position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Valtrion Capital Management, LLC on IVV, newest first. How the timeline and the estimate are built.
Valtrion Capital Management, LLC held 2,071 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 2,071 sharesChange vs previous 13F +493 shares
1.15% of the 13F portfolio, value $1,550,935.
13F-HR 0002072223-26-000003 filed by Valtrion Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,578 sharesChange vs previous 13F +37 shares
0.97% of the 13F portfolio, value $1,030,783.
13F-HR 0002072223-26-000002 filed by Valtrion Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,541 sharesChange vs previous 13F -180 shares
1.05% of the 13F portfolio, value $1,055,496.
13F-HR 0002072223-26-000001 filed by Valtrion Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F/A 1,721 sharesChange vs previous 13F +200 shares
1.24% of the 13F portfolio, value $1,151,920.
13F-HR/A 0002072223-25-000004 filed by Valtrion Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,521 sharesChange vs previous 13F +2 shares
1.13% of the 13F portfolio, value $944,126.
13F-HR 0001221073-25-000073 filed by Valtrion Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 1,519 sharesChange vs previous 13F -65 shares
1.15% of the 13F portfolio, value $853,477.
13F-HR 0001085146-25-003455 filed by Valtrion Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 1,584 sharesChange vs previous 13F not available
1.22% of the 13F portfolio, value $932,528.
13F-HR 0001085146-25-003456 filed by Valtrion Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).