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Disclosery

WINCAP FINANCIAL LLC: IVV position timeline

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

WINCAP FINANCIAL LLC held 9,798 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,798 shares
    Change vs previous 13F -194 shares

    3.96% of the 13F portfolio, value $7,337,295.

    13F-HR 0001951757-26-000950 filed by WINCAP FINANCIAL 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 9,992 shares
    Change vs previous 13F -348 shares

    4.34% of the 13F portfolio, value $6,526,791.

    13F-HR 0001951757-26-000558 filed by WINCAP FINANCIAL 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 10,340 shares
    Change vs previous 13F +1,385 shares

    4.86% of the 13F portfolio, value $7,082,043.

    13F-HR 0001951757-26-000084 filed by WINCAP FINANCIAL 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 8,955 shares
    Change vs previous 13F +947 shares

    4.14% of the 13F portfolio, value $5,993,883.

    13F-HR 0001951757-25-001309 filed by WINCAP FINANCIAL 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 8,008 shares
    Change vs previous 13F +2,567 shares

    4% of the 13F portfolio, value $4,972,103.

    13F-HR 0001951757-25-001010 filed by WINCAP FINANCIAL 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 5,441 shares
    Change vs previous 13F not available

    2.9% of the 13F portfolio, value $3,057,369.

    13F-HR 0001951757-25-000530 filed by WINCAP FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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