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Disclosery

ZEGA Investments, LLC: IVV position timeline

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

ZEGA Investments, LLC held 2,566 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,566 shares
    Change vs previous 13F -341 shares

    0.32% of the 13F portfolio, value $1,921,487.

    13F-HR 0002045703-26-000001 filed by ZEGA 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 ended2026-03-31
    13F 2,907 shares
    Change vs previous 13F -49 shares

    0.36% of the 13F portfolio, value $1,898,738.

    13F-HR 0001172661-26-001641 filed by ZEGA 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 ended2025-12-31
    13F 2,956 shares
    Change vs previous 13F -5 shares

    0.39% of the 13F portfolio, value $2,024,685.

    13F-HR 0001172661-26-000317 filed by ZEGA 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 ended2025-09-30
    13F 2,961 shares
    Change vs previous 13F -63 shares

    0.45% of the 13F portfolio, value $1,982,093.

    13F-HR 0001172661-25-004437 filed by ZEGA 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 ended2025-06-30
    13F 3,024 shares
    Change vs previous 13F +36 shares

    0.47% of the 13F portfolio, value $1,877,648.

    13F-HR 0001172661-25-002913 filed by ZEGA 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 ended2025-03-31
    13F 2,988 shares
    Change vs previous 13F -5,072 shares

    0.49% of the 13F portfolio, value $1,679,238.

    13F-HR 0001172661-25-001796 filed by ZEGA 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 ended2024-12-31
    13F 8,060 shares
    Change vs previous 13F not available

    1.46% of the 13F portfolio, value $4,923,741.

    13F-HR 0001172661-25-000646 filed by ZEGA Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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