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Disclosery

ADE, LLC: IVV position timeline

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

ADE, LLC held 32,297 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 32,297 shares
    Change vs previous 13F +355 shares

    10.22% of the 13F portfolio, value $24,187,066.

    13F-HR 0001845950-26-000005 filed by ADE, 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 31,942 shares
    Change vs previous 13F +1,880 shares

    10% of the 13F portfolio, value $20,864,723.

    13F-HR 0001845950-26-000004 filed by ADE, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 30,062 shares
    Change vs previous 13F +281 shares

    10.17% of the 13F portfolio, value $20,120,416.

    13F-HR 0001845950-25-000003 filed by ADE, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 29,781 shares
    Change vs previous 13F -113 shares

    9.84% of the 13F portfolio, value $18,490,970.

    13F-HR 0001085146-25-004844 filed by ADE, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 29,894 shares
    Change vs previous 13F +360 shares

    9.68% of the 13F portfolio, value $16,797,641.

    13F-HR 0001085146-25-002514 filed by ADE, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 29,534 shares
    Change vs previous 13F +574 shares

    10.67% of the 13F portfolio, value $17,385,961.

    13F-HR 0001085146-25-000298 filed by ADE, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 28,960 shares
    Change vs previous 13F not available

    10.27% of the 13F portfolio, value $16,704,440.

    13F-HR 0001085146-24-005171 filed by ADE, LLC
    Filed (acceptance time not in the bulk data set), ingested

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