Skip to content

WATERS PARKERSON & CO., LLC: IVV position timeline

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

WATERS PARKERSON & CO., LLC held 10,417 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,417 shares
    Change vs previous 13F -814 shares

    0.38% of the 13F portfolio, value $7,801,397.

    13F-HR 0001222993-26-000004 filed by WATERS PARKERSON & CO., 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 11,231 shares
    Change vs previous 13F -21,938 shares

    0.38% of the 13F portfolio, value $7,336,385.

    13F-HR 0001222993-26-000003 filed by WATERS PARKERSON & CO., 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 33,169 shares
    Change vs previous 13F -204 shares

    1.12% of the 13F portfolio, value $22,718,967.

    13F-HR 0001222993-26-000002 filed by WATERS PARKERSON & CO., 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 33,373 shares
    Change vs previous 13F -335 shares

    1.09% of the 13F portfolio, value $22,336,737.

    13F-HR 0001222993-25-000009 filed by WATERS PARKERSON & CO., 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 33,708 shares
    Change vs previous 13F +3,189 shares

    1.04% of the 13F portfolio, value $20,929,472.

    13F-HR 0001222993-25-000003 filed by WATERS PARKERSON & CO., 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 30,519 shares
    Change vs previous 13F +5,893 shares

    0.91% of the 13F portfolio, value $17,148,784.

    13F-HR 0001222993-25-000002 filed by WATERS PARKERSON & CO., 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 24,626 shares
    Change vs previous 13F +6,292 shares

    0.76% of the 13F portfolio, value $14,496,999.

    13F-HR 0001222993-25-000001 filed by WATERS PARKERSON & CO., 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 18,334 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $10,576,000.

    13F-HR 0001222993-24-000006 filed by WATERS PARKERSON & CO., LLC
    Filed (acceptance time not in the bulk data set), ingested

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