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WINTRUST INVESTMENTS LLC: IVV position timeline

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

WINTRUST INVESTMENTS LLC held 8,744 IVV shares at 2024-12-31 per its 13F-HR filed 2025-02-10.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 8,744 shares
    Change vs previous 13F +677 shares

    4.53% of the 13F portfolio, value $5,147,000.

    13F-HR 0000049096-25-000001 filed by WINTRUST INVESTMENTS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F 8,067 shares
    Change vs previous 13F -72,272 shares

    3.44% of the 13F portfolio, value $4,653,000.

    13F-HR 0000049096-24-000009 filed by WINTRUST INVESTMENTS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-06-30
    13F 80,339 shares
    Change vs previous 13F +2,760 shares

    3.58% of the 13F portfolio, value $43,964,000.

    13F-HR 0000049096-24-000006 filed by WINTRUST INVESTMENTS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-03-31
    13F 77,579 shares
    Change vs previous 13F -41 shares

    3.6% of the 13F portfolio, value $40,786,000.

    13F-HR 0000049096-24-000004 filed by WINTRUST INVESTMENTS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-12-31
    13F 77,620 shares
    Change vs previous 13F -8,746 shares

    3.59% of the 13F portfolio, value $37,074,000.

    13F-HR 0000049096-24-000001 filed by WINTRUST INVESTMENTS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-09-30
    13F 86,366 shares
    Change vs previous 13F -943 shares

    3.88% of the 13F portfolio, value $37,088,000.

    13F-HR 0000049096-23-000011 filed by WINTRUST INVESTMENTS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-06-30
    13F 87,309 shares
    Change vs previous 13F -1,048 shares

    3.9% of the 13F portfolio, value $38,915,000.

    13F-HR 0000049096-23-000009 filed by WINTRUST INVESTMENTS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-03-31
    13F 88,357 shares
    Change vs previous 13F not available

    4.63% of the 13F portfolio, value $36,322,000.

    13F-HR 0000049096-23-000005 filed by WINTRUST INVESTMENTS LLC
    Filed (acceptance time not in the bulk data set), ingested

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