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Disclosery

Verger Capital Management LLC: IVV position timeline

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

Verger Capital Management LLC held 43,418 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 43,418 shares
    Change vs previous 13F -2,048 shares

    9.53% of the 13F portfolio, value $32,515,220.

    13F-HR 0001172661-26-002891 filed by Verger Capital Management LLC
    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 45,466 shares
    Change vs previous 13F +122 shares

    8.76% of the 13F portfolio, value $29,699,420.

    13F-HR 0001172661-26-001746 filed by Verger Capital Management LLC
    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 45,344 shares
    Change vs previous 13F -1,076 shares

    9.2% of the 13F portfolio, value $31,058,041.

    13F-HR 0001172661-26-000418 filed by Verger Capital Management LLC
    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 46,420 shares
    Change vs previous 13F +139 shares

    10.08% of the 13F portfolio, value $31,069,036.

    13F-HR 0001172661-25-004380 filed by Verger Capital Management LLC
    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 46,281 shares
    Change vs previous 13F +143 shares

    11.31% of the 13F portfolio, value $28,736,022.

    13F-HR 0001172661-25-002709 filed by Verger Capital Management LLC
    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 46,138 shares
    Change vs previous 13F +143 shares

    11.4% of the 13F portfolio, value $25,924,818.

    13F-HR 0001172661-25-001808 filed by Verger Capital Management LLC
    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 45,995 shares
    Change vs previous 13F +166 shares

    13.49% of the 13F portfolio, value $27,076,229.

    13F-HR 0001172661-25-000474 filed by Verger Capital Management LLC
    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 45,829 shares
    Change vs previous 13F not available

    13.08% of the 13F portfolio, value $26,435,163.

    13F-HR 0001172661-24-004631 filed by Verger Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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