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Accredited Investors Inc.: IVV position timeline

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

Accredited Investors Inc. held 138,176 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 138,176 shares
    Change vs previous 13F +3,463 shares

    4.47% of the 13F portfolio, value $103,478,557.

    13F-HR 0001518364-26-000004 filed by Accredited Investors 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 134,713 shares
    Change vs previous 13F +2,539 shares

    4.74% of the 13F portfolio, value $87,995,807.

    13F-HR 0001518364-26-000003 filed by Accredited Investors 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 132,174 shares
    Change vs previous 13F +2,998 shares

    4.81% of the 13F portfolio, value $90,531,068.

    13F-HR 0001518364-26-000002 filed by Accredited Investors 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 129,176 shares
    Change vs previous 13F +277 shares

    4.82% of the 13F portfolio, value $86,457,194.

    13F-HR 0001518364-25-000009 filed by Accredited Investors 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 128,899 shares
    Change vs previous 13F +441 shares

    4.73% of the 13F portfolio, value $80,033,159.

    13F-HR 0001518364-25-000005 filed by Accredited Investors 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 128,458 shares
    Change vs previous 13F -710 shares

    4.48% of the 13F portfolio, value $72,180,373.

    13F-HR 0001518364-25-000004 filed by Accredited Investors 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 129,168 shares
    Change vs previous 13F -395 shares

    4.46% of the 13F portfolio, value $76,038,333.

    13F-HR 0001518364-25-000003 filed by Accredited Investors 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/A 129,563 shares
    Change vs previous 13F not available

    4.28% of the 13F portfolio, value $74,734,339.

    13F-HR/A 0001518364-24-000008 filed by Accredited Investors Inc.
    Filed (acceptance time not in the bulk data set), ingested

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