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Disclosery

4Thought Financial Group Inc.: IVV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 4Thought Financial Group Inc. on IVV, newest first. How the timeline and the estimate are built.

4Thought Financial Group Inc. held 19,967 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,967 shares
    Change vs previous 13F -9,183 shares

    7.03% of the 13F portfolio, value $14,952,949.

    13F-HR 0001213900-26-082062 filed by 4Thought Financial Group 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 29,150 shares
    Change vs previous 13F -3,805 shares

    9.42% of the 13F portfolio, value $19,041,207.

    13F-HR 0001213900-26-047485 filed by 4Thought Financial Group 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 32,955 shares
    Change vs previous 13F -2,418 shares

    11.18% of the 13F portfolio, value $22,572,494.

    13F-HR 0001213900-26-009186 filed by 4Thought Financial Group 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 35,373 shares
    Change vs previous 13F -455 shares

    11.97% of the 13F portfolio, value $23,675,479.

    13F-HR 0001213900-25-104890 filed by 4Thought Financial Group 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 35,828 shares
    Change vs previous 13F +21,626 shares

    11.82% of the 13F portfolio, value $22,245,317.

    13F-HR 0001213900-25-066335 filed by 4Thought Financial Group 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 14,202 shares
    Change vs previous 13F -4,845 shares

    4.93% of the 13F portfolio, value $7,979,917.

    13F-HR 0001213900-25-034707 filed by 4Thought Financial Group 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 19,047 shares
    Change vs previous 13F -3,918 shares

    6.96% of the 13F portfolio, value $11,212,434.

    13F-HR 0000950123-25-000749 filed by 4Thought Financial Group 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 22,965 shares
    Change vs previous 13F not available

    8.17% of the 13F portfolio, value $13,246,527.

    13F-HR 0000950123-24-009895 filed by 4Thought Financial Group Inc.
    Filed (acceptance time not in the bulk data set), ingested

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