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Disclosery

Tidal Investments LLC: IVV position timeline

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

Tidal Investments LLC held 311,155 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 311,155 shares
    Change vs previous 13F -10,881 shares

    0.56% of the 13F portfolio, value $233,020,868.

    13F-HR 0002000324-26-003371 filed by Tidal 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 322,036 shares
    Change vs previous 13F -381,332 shares

    0.66% of the 13F portfolio, value $210,356,988.

    13F-HR 0002000324-26-001933 filed by Tidal 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 703,368 shares
    Change vs previous 13F +67,759 shares

    2.02% of the 13F portfolio, value $481,764,724.

    13F-HR 0001600064-26-000002 filed by Tidal 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 635,609 shares
    Change vs previous 13F +5,068 shares

    1.81% of the 13F portfolio, value $425,413,104.

    13F-HR 0001600064-25-000011 filed by Tidal 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 630,541 shares
    Change vs previous 13F -50,512 shares

    2.56% of the 13F portfolio, value $391,502,907.

    13F-HR 0001600064-25-000009 filed by Tidal 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 681,053 shares
    Change vs previous 13F -5,695 shares

    3.23% of the 13F portfolio, value $382,683,681.

    13F-HR 0001600064-25-000007 filed by Tidal 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 686,748 shares
    Change vs previous 13F +82,765 shares

    3.32% of the 13F portfolio, value $404,274,813.

    13F-HR 0001600064-25-000003 filed by Tidal 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 ended2024-09-30
    13F/A 603,983 shares
    Change vs previous 13F not available

    3.85% of the 13F portfolio, value $348,389,473.

    13F-HR/A 0001600064-24-000008 filed by Tidal Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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