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Disclosery

William Mack & Associates, Inc.: IVV position timeline

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

William Mack & Associates, Inc. held 1,533 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,533 shares
    Change vs previous 13F +307 shares

    0.4% of the 13F portfolio, value $1,147,910.

    13F-HR 0001754960-26-000473 filed by William Mack & Associates, 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 1,226 shares
    Change vs previous 13F -288 shares

    0.46% of the 13F portfolio, value $800,602.

    13F-HR 0001754960-26-000244 filed by William Mack & Associates, 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 1,514 shares
    Change vs previous 13F -11 shares

    0.49% of the 13F portfolio, value $1,037,319.

    13F-HR 0001754960-26-000159 filed by William Mack & Associates, 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 1,525 shares
    Change vs previous 13F -2 shares

    0.55% of the 13F portfolio, value $1,020,843.

    13F-HR 0001754960-25-000794 filed by William Mack & Associates, 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 1,527 shares
    Change vs previous 13F -11 shares

    0.6% of the 13F portfolio, value $948,144.

    13F-HR 0001754960-25-000806 filed by William Mack & Associates, 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 1,538 shares
    Change vs previous 13F -33 shares

    0.74% of the 13F portfolio, value $864,118.

    13F-HR 0001754960-25-000805 filed by William Mack & Associates, 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 1,571 shares
    Change vs previous 13F not available

    0.97% of the 13F portfolio, value $924,612.

    13F-HR 0001754960-25-000804 filed by William Mack & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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