Skip to content
Disclosery

AA Financial Advisors, LLC: IVV position timeline

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

AA Financial Advisors, LLC held 9,783 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,783 shares
    Change vs previous 13F +2,191 shares

    0.88% of the 13F portfolio, value $7,326,655.

    13F-HR 0002085853-26-000768 filed by AA Financial Advisors, 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 7,592 shares
    Change vs previous 13F -2,113 shares

    0.7% of the 13F portfolio, value $4,958,917.

    13F-HR 0002085853-26-000433 filed by AA Financial Advisors, 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 9,705 shares
    Change vs previous 13F +802 shares

    1.23% of the 13F portfolio, value $6,647,636.

    13F-HR 0002085853-26-000032 filed by AA Financial Advisors, 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 8,903 shares
    Change vs previous 13F +107 shares

    1.17% of the 13F portfolio, value $5,958,770.

    13F-HR 0002085853-25-000076 filed by AA Financial Advisors, 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 8,796 shares
    Change vs previous 13F +794 shares

    1.18% of the 13F portfolio, value $5,461,382.

    13F-HR 0001667731-25-000783 filed by AA Financial Advisors, 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 8,002 shares
    Change vs previous 13F +551 shares

    1.1% of the 13F portfolio, value $4,496,227.

    13F-HR 0001667731-25-000448 filed by AA Financial Advisors, 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 7,451 shares
    Change vs previous 13F -92 shares

    1.17% of the 13F portfolio, value $4,386,163.

    13F-HR 0001667731-25-000094 filed by AA Financial Advisors, 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 7,543 shares
    Change vs previous 13F not available

    1.26% of the 13F portfolio, value $4,351,240.

    13F-HR 0002016899-24-000004 filed by AA Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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