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Disclosery

Westchester Capital Management, Inc.: IVV position timeline

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

Westchester Capital Management, Inc. held 2,896 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,896 shares
    Change vs previous 13F 0 shares

    0.39% of the 13F portfolio, value $2,168,785.

    13F-HR 0001104659-26-085982 filed by Westchester 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 2,896 shares
    Change vs previous 13F 0 shares

    0.38% of the 13F portfolio, value $1,891,696.

    13F-HR 0001104659-26-056078 filed by Westchester 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 2,896 shares
    Change vs previous 13F 0 shares

    0.41% of the 13F portfolio, value $1,983,586.

    13F-HR 0001104659-26-014458 filed by Westchester 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 2,896 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $1,938,293.

    13F-HR 0001104659-25-108451 filed by Westchester Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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