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Disclosery

Allie Family Office LLC: IVV position timeline

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

Allie Family Office LLC held 4,920 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 4,920 shares
    Change vs previous 13F +605 shares

    1.36% of the 13F portfolio, value $3,684,436.

    13F-HR/A 0001908612-26-000005 filed by Allie Family Office LLC
    Accepted , ingested

  2. period ended2026-03-31
    13F/A 4,315 shares
    Change vs previous 13F +1,711 shares

    1.23% of the 13F portfolio, value $2,818,601.

    13F-HR/A 0001908612-26-000004 filed by Allie Family Office LLC
    Accepted , ingested

  3. period ended2025-12-31
    13F 2,604 shares
    Change vs previous 13F 0 shares

    0.83% of the 13F portfolio, value $1,783,584.

    13F-HR 0001908612-26-000001 filed by Allie Family Office 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 2,604 shares
    Change vs previous 13F -1,500 shares

    0.83% of the 13F portfolio, value $1,742,857.

    13F-HR 0001908612-25-000009 filed by Allie Family Office 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 4,104 shares
    Change vs previous 13F +337 shares

    1.28% of the 13F portfolio, value $2,590,174.

    13F-HR 0001908612-25-000006 filed by Allie Family Office 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 3,767 shares
    Change vs previous 13F +596 shares

    1.17% of the 13F portfolio, value $2,146,831.

    13F-HR 0001908612-25-000005 filed by Allie Family Office 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 3,171 shares
    Change vs previous 13F -730 shares

    1.06% of the 13F portfolio, value $1,909,812.

    13F-HR 0001908612-25-000004 filed by Allie Family Office 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/A 3,901 shares
    Change vs previous 13F not available

    1.23% of the 13F portfolio, value $2,282,812.

    13F-HR/A 0001908612-25-000003 filed by Allie Family Office LLC
    Filed (acceptance time not in the bulk data set), ingested

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