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SMITH CHAS P & ASSOCIATES PA CPAS: IVV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SMITH CHAS P & ASSOCIATES PA CPAS on IVV, newest first. How the timeline and the estimate are built.

SMITH CHAS P & ASSOCIATES PA CPAS held 92,987 IVV shares at 2026-06-30 per its 13F-HR filed 2026-09-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 92,987 shares
    Change vs previous 13F +5,175 shares

    3.53% of the 13F portfolio, value $69,636,922.

    13F-HR 0001082509-26-000004 filed by SMITH CHAS P & ASSOCIATES PA CPAS
    Accepted , ingested

  2. period ended2026-03-31
    13F 87,812 shares
    Change vs previous 13F +7,921 shares

    3.11% of the 13F portfolio, value $57,359,457.

    13F-HR 0001082509-26-000003 filed by SMITH CHAS P & ASSOCIATES PA CPAS
    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 79,891 shares
    Change vs previous 13F +31,936 shares

    2.88% of the 13F portfolio, value $54,720,328.

    13F-HR 0001082509-26-000001 filed by SMITH CHAS P & ASSOCIATES PA CPAS
    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 47,955 shares
    Change vs previous 13F -21,934 shares

    2.78% of the 13F portfolio, value $32,096,114.

    13F-HR 0001082509-25-000007 filed by SMITH CHAS P & ASSOCIATES PA CPAS
    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 69,889 shares
    Change vs previous 13F -6,064 shares

    2.44% of the 13F portfolio, value $43,393,919.

    13F-HR 0001082509-25-000004 filed by SMITH CHAS P & ASSOCIATES PA CPAS
    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 75,953 shares
    Change vs previous 13F -2,038 shares

    2.48% of the 13F portfolio, value $42,678,100.

    13F-HR 0001082509-25-000003 filed by SMITH CHAS P & ASSOCIATES PA CPAS
    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 77,991 shares
    Change vs previous 13F -2,776 shares

    2.64% of the 13F portfolio, value $45,911,777.

    13F-HR 0001082509-25-000001 filed by SMITH CHAS P & ASSOCIATES PA CPAS
    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 80,767 shares
    Change vs previous 13F not available

    2.63% of the 13F portfolio, value $46,588,188.

    13F-HR 0001082509-24-000004 filed by SMITH CHAS P & ASSOCIATES PA CPAS
    Filed (acceptance time not in the bulk data set), ingested

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