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Disclosery

Waterloo Capital, L.P.: IVV position timeline

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

Waterloo Capital, L.P. held 26,103 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,103 shares
    Change vs previous 13F -54,116 shares

    1.1% of the 13F portfolio, value $19,548,241.

    13F-HR 0001104659-26-087951 filed by Waterloo Capital, L.P.
    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 80,219 shares
    Change vs previous 13F +1,527 shares

    3.68% of the 13F portfolio, value $52,400,134.

    13F-HR 0001104659-26-059213 filed by Waterloo Capital, L.P.
    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 78,692 shares
    Change vs previous 13F +4,158 shares

    3.89% of the 13F portfolio, value $53,899,217.

    13F-HR 0001104659-26-012470 filed by Waterloo Capital, L.P.
    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 74,534 shares
    Change vs previous 13F +776 shares

    3.71% of the 13F portfolio, value $49,885,646.

    13F-HR 0001104659-25-106781 filed by Waterloo Capital, L.P.
    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 73,758 shares
    Change vs previous 13F +10,343 shares

    3.7% of the 13F portfolio, value $45,796,458.

    13F-HR 0001104659-25-076764 filed by Waterloo Capital, L.P.
    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 63,415 shares
    Change vs previous 13F +7,501 shares

    3.31% of the 13F portfolio, value $35,633,107.

    13F-HR 0001104659-25-047228 filed by Waterloo Capital, L.P.
    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 55,914 shares
    Change vs previous 13F +43 shares

    3.47% of the 13F portfolio, value $32,915,275.

    13F-HR 0001104659-25-012588 filed by Waterloo Capital, L.P.
    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 55,871 shares
    Change vs previous 13F not available

    3.52% of the 13F portfolio, value $32,227,462.

    13F-HR 0001104659-24-118460 filed by Waterloo Capital, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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