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AJ Advisors, LLC: IVV position timeline

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

AJ Advisors, LLC held 369 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 369 shares
    Change vs previous 13F -3 shares

    0.09% of the 13F portfolio, value $276,023.

    13F-HR 0001951167-26-000004 filed by AJ Advisors, 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 372 shares
    Change vs previous 13F +1 shares

    0.09% of the 13F portfolio, value $242,731.

    13F-HR 0001951167-26-000003 filed by AJ Advisors, 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 371 shares
    Change vs previous 13F +2 shares

    0.09% of the 13F portfolio, value $253,832.

    13F-HR 0001951167-26-000001 filed by AJ Advisors, 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 369 shares
    Change vs previous 13F +1 shares

    0.1% of the 13F portfolio, value $247,162.

    13F-HR 0001951167-25-000002 filed by AJ Advisors, 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 368 shares
    Change vs previous 13F +1 shares

    0.1% of the 13F portfolio, value $228,604.

    13F-HR 0001085146-25-004720 filed by AJ Advisors, 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 367 shares
    Change vs previous 13F +1 shares

    0.11% of the 13F portfolio, value $206,238.

    13F-HR 0001085146-25-002649 filed by AJ Advisors, 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 366 shares
    Change vs previous 13F +1 shares

    0.11% of the 13F portfolio, value $215,404.

    13F-HR 0001085146-25-000446 filed by AJ Advisors, 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 365 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $210,302.

    13F-HR 0001085146-24-005249 filed by AJ Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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