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ST GERMAIN D J CO INC: IVV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ST GERMAIN D J CO INC on IVV, newest first. How the timeline and the estimate are built.

ST GERMAIN D J CO INC held 4,471 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,471 shares
    Change vs previous 13F +50 shares

    0.12% of the 13F portfolio, value $3,348,287.

    13F-HR 0000831571-26-000003 filed by ST GERMAIN D J CO INC
    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 4,421 shares
    Change vs previous 13F +90 shares

    0.11% of the 13F portfolio, value $2,887,841.

    13F-HR 0000831571-26-000002 filed by ST GERMAIN D J CO INC
    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 4,331 shares
    Change vs previous 13F +884 shares

    0.12% of the 13F portfolio, value $2,966,475.

    13F-HR 0000831571-26-000001 filed by ST GERMAIN D J CO INC
    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 3,447 shares
    Change vs previous 13F +685 shares

    0.09% of the 13F portfolio, value $2,307,077.

    13F-HR 0000831571-25-000007 filed by ST GERMAIN D J CO INC
    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 2,762 shares
    Change vs previous 13F -786 shares

    0.07% of the 13F portfolio, value $1,714,926.

    13F-HR 0000831571-25-000005 filed by ST GERMAIN D J CO INC
    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 3,548 shares
    Change vs previous 13F +159 shares

    0.09% of the 13F portfolio, value $1,993,621.

    13F-HR 0000831571-25-000002 filed by ST GERMAIN D J CO INC
    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 3,389 shares
    Change vs previous 13F +58 shares

    0.09% of the 13F portfolio, value $1,995,037.

    13F-HR 0000831571-25-000001 filed by ST GERMAIN D J CO INC
    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 3,331 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,921,556.

    13F-HR 0000831571-24-000004 filed by ST GERMAIN D J CO INC
    Filed (acceptance time not in the bulk data set), ingested

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