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Disclosery

Advus Financial Partners, LLC: IVV position timeline

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

Advus Financial Partners, LLC held 42,067 IVV shares at 2026-06-30 per its 13F-HR/A filed 2026-10-02.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 42,067 shares
    Change vs previous 13F +496 shares

    8.98% of the 13F portfolio, value $31,503,708.

    13F-HR/A 0002150676-26-000044 filed by Advus Financial Partners, LLC
    Accepted , ingested

  2. period ended2026-03-31
    13F/A 41,571 shares
    Change vs previous 13F -42 shares

    10.28% of the 13F portfolio, value $27,154,558.

    13F-HR/A 0002150676-26-000043 filed by Advus Financial Partners, LLC
    Accepted , ingested

  3. period ended2025-12-31
    13F/A 41,613 shares
    Change vs previous 13F -418 shares

    10.24% of the 13F portfolio, value $28,502,372.

    13F-HR/A 0002150676-26-000042 filed by Advus Financial Partners, LLC
    Accepted , ingested

  4. period ended2025-09-30
    13F/A 42,031 shares
    Change vs previous 13F -6,918 shares

    10.44% of the 13F portfolio, value $28,131,458.

    13F-HR/A 0002150676-26-000041 filed by Advus Financial Partners, LLC
    Accepted , ingested

  5. period ended2025-06-30
    13F/A 48,949 shares
    Change vs previous 13F -5,116 shares

    12% of the 13F portfolio, value $30,392,536.

    13F-HR/A 0002150676-26-000040 filed by Advus Financial Partners, LLC
    Accepted , ingested

  6. period ended2025-03-31
    13F/A 54,065 shares
    Change vs previous 13F -2,637 shares

    13.02% of the 13F portfolio, value $30,379,277.

    13F-HR/A 0002150676-26-000039 filed by Advus Financial Partners, LLC
    Accepted , ingested

  7. period ended2024-12-31
    13F/A 56,702 shares
    Change vs previous 13F -10,265 shares

    14.3% of the 13F portfolio, value $33,379,494.

    13F-HR/A 0002150676-26-000038 filed by Advus Financial Partners, LLC
    Accepted , ingested

  8. period ended2024-09-30
    13F/A 66,967 shares
    Change vs previous 13F not available

    16.23% of the 13F portfolio, value $38,628,057.

    13F-HR/A 0002150676-26-000037 filed by Advus Financial Partners, LLC
    Accepted , ingested