Ownership history in Bear Mountain Capital, Inc. · 9 quarters on record
This page tracks every 13F SEC filing in which Bear Mountain Capital, Inc. reported a position in ISHARES CORE S&P 500 ETF (IVV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | UNCHANGED | 8,128 | — | 0% | 1.82% | $5.7M | $683.12 |
| 2025 Q3 | UNCHANGED | 8,128 | — | 0% | 1.84% | $5.5M | $665.17 |
| 2025 Q2 | UNCHANGED | 8,128 | — | 0% | 1.84% | $5.1M | $615.21 |
| 2025 Q1 | UNCHANGED | 8,128 | — | 0% | 1.75% | $4.5M | $555.02 |
| 2024 Q4 | REDUCED | 8,128 | -4 | -0.0% | 1.94% | $5.0M | $579.67 |
| 2024 Q3 | UNCHANGED | 8,132 | — | 0% | 1.87% | $4.7M | $566.00 |
| 2024 Q2 | UNCHANGED | 8,132 | — | 0% | 1.86% | $4.6M | $534.89 |
| 2024 Q1 | REDUCED | 8,132 | -21 | -0.3% | 1.76% | $4.1M | $512.33 |
| 2023 Q4 | INITIATED | 8,153 | — | — | 1.64% | $3.9M | — |
As of 2025 Q4 — sorted by position size