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CAPSTONE INVESTMENT ADVISORS, LLC: IVV position timeline

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

CAPSTONE INVESTMENT ADVISORS, LLC held 1,562,108 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,562,108 shares
    Change vs previous 13F +4,274 shares

    8.13% of the 13F portfolio, value $1,169,847,060.

    13F-HR 0001426196-26-000004 filed by CAPSTONE INVESTMENT ADVISORS, 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 1,557,834 shares
    Change vs previous 13F -223,106 shares

    8.4% of the 13F portfolio, value $1,017,592,747.

    13F-HR 0001426196-26-000003 filed by CAPSTONE INVESTMENT ADVISORS, 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 1,780,940 shares
    Change vs previous 13F +818,601 shares

    9.92% of the 13F portfolio, value $1,219,837,044.

    13F-HR 0001426196-26-000001 filed by CAPSTONE INVESTMENT ADVISORS, 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 962,339 shares
    Change vs previous 13F +3,099 shares

    5.64% of the 13F portfolio, value $644,093,493.

    13F-HR 0001426196-25-000006 filed by CAPSTONE INVESTMENT ADVISORS, 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 959,240 shares
    Change vs previous 13F +3,049 shares

    5.08% of the 13F portfolio, value $595,592,116.

    13F-HR 0001426196-25-000002 filed by CAPSTONE INVESTMENT ADVISORS, 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 956,191 shares
    Change vs previous 13F -976,831 shares

    4.95% of the 13F portfolio, value $537,283,723.

    13F-HR 0001426196-25-000001 filed by CAPSTONE INVESTMENT ADVISORS, 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 1,933,022 shares
    Change vs previous 13F +1,477,451 shares

    11.26% of the 13F portfolio, value $1,137,931,391.

    13F-HR 0001752724-25-024544 filed by CAPSTONE INVESTMENT ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 455,571 shares
    Change vs previous 13F not available

    5.01% of the 13F portfolio, value $262,782,464.

    13F-HR 0001752724-24-250642 filed by CAPSTONE INVESTMENT ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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