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Disclosery

Advocate Investing Services LLC: IVV position timeline

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

Advocate Investing Services LLC held 988 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 988 shares
    Change vs previous 13F +78 shares

    0.57% of the 13F portfolio, value $739,681.

    13F-HR 0001420506-26-001324 filed by Advocate Investing 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 910 shares
    Change vs previous 13F +27 shares

    0.5% of the 13F portfolio, value $594,726.

    13F-HR 0001420506-26-000708 filed by Advocate Investing 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 883 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $604,970.

    13F-HR 0001420506-26-000331 filed by Advocate Investing Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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