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Disclosery

VestGen Investment Management: IVV position timeline

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

VestGen Investment Management held 4,361 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,361 shares
    Change vs previous 13F +1,143 shares

    1.73% of the 13F portfolio, value $3,266,054.

    13F-HR 0001511739-26-000003 filed by VestGen Investment Management
    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 3,218 shares
    Change vs previous 13F +508 shares

    1.16% of the 13F portfolio, value $2,101,805.

    13F-HR 0001511739-26-000002 filed by VestGen 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 ended2025-12-31
    13F 2,710 shares
    Change vs previous 13F -86 shares

    1.03% of the 13F portfolio, value $1,855,940.

    13F-HR 0001511739-26-000001 filed by VestGen Investment Management
    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 2,796 shares
    Change vs previous 13F +305 shares

    1.12% of the 13F portfolio, value $1,871,110.

    13F-HR 0001511739-25-000007 filed by VestGen Investment Management
    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 2,491 shares
    Change vs previous 13F -1,938 shares

    1.11% of the 13F portfolio, value $1,546,419.

    13F-HR 0001511739-25-000005 filed by VestGen Investment Management
    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 4,429 shares
    Change vs previous 13F -2,291 shares

    1.88% of the 13F portfolio, value $2,488,428.

    13F-HR 0001511739-25-000004 filed by VestGen Investment Management
    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 6,720 shares
    Change vs previous 13F -1,217 shares

    1.08% of the 13F portfolio, value $3,955,676.

    13F-HR 0001511739-25-000001 filed by VestGen Investment Management
    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 7,937 shares
    Change vs previous 13F not available

    1.28% of the 13F portfolio, value $4,577,953.

    13F-HR 0001511739-24-000004 filed by VestGen Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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