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Advisory Resource Group: IVV position timeline

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

Advisory Resource Group held 17,909 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,909 shares
    Change vs previous 13F +811 shares

    2.02% of the 13F portfolio, value $13,411,655.

    13F-HR 0001172661-26-002609 filed by Advisory Resource Group
    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 17,098 shares
    Change vs previous 13F +114 shares

    1.92% of the 13F portfolio, value $11,168,344.

    13F-HR 0001172661-26-002019 filed by Advisory Resource Group
    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 16,984 shares
    Change vs previous 13F -154 shares

    2.05% of the 13F portfolio, value $11,633,334.

    13F-HR 0001172661-26-000637 filed by Advisory Resource Group
    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 17,138 shares
    Change vs previous 13F -14 shares

    2.06% of the 13F portfolio, value $11,470,274.

    13F-HR 0001172661-25-004375 filed by Advisory Resource Group
    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 17,152 shares
    Change vs previous 13F -41 shares

    2.05% of the 13F portfolio, value $10,649,727.

    13F-HR 0001172661-25-002969 filed by Advisory Resource Group
    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 17,193 shares
    Change vs previous 13F +37 shares

    1.97% of the 13F portfolio, value $9,660,831.

    13F-HR 0001172661-25-001522 filed by Advisory Resource Group
    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 17,156 shares
    Change vs previous 13F +30 shares

    2.14% of the 13F portfolio, value $10,099,449.

    13F-HR 0001764968-25-000001 filed by Advisory Resource Group
    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 17,126 shares
    Change vs previous 13F not available

    2.11% of the 13F portfolio, value $9,878,629.

    13F-HR 0001764968-24-000004 filed by Advisory Resource Group
    Filed (acceptance time not in the bulk data set), ingested

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