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Disclosery

Affiance Financial, LLC: IVV position timeline

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

Affiance Financial, LLC held 8,781 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,781 shares
    Change vs previous 13F +8 shares

    0.95% of the 13F portfolio, value $6,576,226.

    13F-HR 0001723681-26-000004 filed by Affiance Financial, 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 8,773 shares
    Change vs previous 13F -127 shares

    0.93% of the 13F portfolio, value $5,730,925.

    13F-HR 0001723681-26-000003 filed by Affiance Financial, 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 8,900 shares
    Change vs previous 13F -172 shares

    0.98% of the 13F portfolio, value $6,096,373.

    13F-HR 0001723681-26-000001 filed by Affiance Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 9,072 shares
    Change vs previous 13F -29 shares

    1.11% of the 13F portfolio, value $6,072,391.

    13F-HR 0001085146-25-005939 filed by Affiance Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 9,101 shares
    Change vs previous 13F -1 shares

    1.15% of the 13F portfolio, value $5,651,240.

    13F-HR 0001085146-25-003718 filed by Affiance Financial, LLC
    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 9,102 shares
    Change vs previous 13F -300 shares

    1.19% of the 13F portfolio, value $5,114,665.

    13F-HR 0001085146-25-001968 filed by Affiance Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 9,402 shares
    Change vs previous 13F -344 shares

    1.32% of the 13F portfolio, value $5,534,936.

    13F-HR 0001085146-25-000379 filed by Affiance Financial, LLC
    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 9,746 shares
    Change vs previous 13F not available

    1.36% of the 13F portfolio, value $5,621,973.

    13F-HR 0001085146-24-004844 filed by Affiance Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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