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Disclosery

Vision Capital Management, Inc.: IVV position timeline

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

Vision Capital Management, Inc. held 113,897 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 113,897 shares
    Change vs previous 13F -2,110 shares

    9.74% of the 13F portfolio, value $85,296,563.

    13F-HR 0001417889-26-000004 filed by Vision Capital Management, Inc.
    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 116,007 shares
    Change vs previous 13F +1,114 shares

    9.57% of the 13F portfolio, value $75,776,916.

    13F-HR 0001417889-26-000002 filed by Vision Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 114,893 shares
    Change vs previous 13F -7,716 shares

    9.49% of the 13F portfolio, value $78,694,772.

    13F-HR 0001417889-26-000001 filed by Vision Capital Management, Inc.
    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 122,609 shares
    Change vs previous 13F -1,489 shares

    10.12% of the 13F portfolio, value $82,062,139.

    13F-HR 0001417889-25-000005 filed by Vision Capital Management, Inc.
    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 124,098 shares
    Change vs previous 13F +6,584 shares

    10.12% of the 13F portfolio, value $77,052,368.

    13F-HR 0001417889-25-000004 filed by Vision Capital Management, Inc.
    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 117,514 shares
    Change vs previous 13F +4,156 shares

    9.52% of the 13F portfolio, value $66,031,025.

    13F-HR 0001785445-25-000006 filed by Vision Capital Management, Inc.
    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 113,358 shares
    Change vs previous 13F +2,049 shares

    9.81% of the 13F portfolio, value $66,731,471.

    13F-HR 0001417889-25-000001 filed by Vision Capital Management, Inc.
    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 111,309 shares
    Change vs previous 13F not available

    9.05% of the 13F portfolio, value $64,205,135.

    13F-HR 0001417889-24-000007 filed by Vision Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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