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ACCREDITED INVESTOR SERVICES, LLC: IVV position timeline

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

ACCREDITED INVESTOR SERVICES, LLC held 445 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 445 shares
    Change vs previous 13F -69 shares

    0.19% of the 13F portfolio, value $333,256.

    13F-HR 0002028621-26-000004 filed by ACCREDITED INVESTOR SERVICES, 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 514 shares
    Change vs previous 13F +88 shares

    0.22% of the 13F portfolio, value $335,750.

    13F-HR 0002028621-26-000002 filed by ACCREDITED INVESTOR SERVICES, 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 426 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $291,784.

    13F-HR 0002028621-26-000001 filed by ACCREDITED INVESTOR SERVICES, 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 426 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $285,122.

    13F-HR 0002028621-25-000002 filed by ACCREDITED INVESTOR SERVICES, 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 426 shares
    Change vs previous 13F -116 shares

    0.2% of the 13F portfolio, value $264,503.

    13F-HR 0001085146-25-004156 filed by ACCREDITED INVESTOR SERVICES, 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 542 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $304,550.

    13F-HR 0001085146-25-002536 filed by ACCREDITED INVESTOR SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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