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ALLIUM FINANCIAL ADVISORS, LLC: IVV position timeline

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

ALLIUM FINANCIAL ADVISORS, LLC held 16,775 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,775 shares
    Change vs previous 13F +714 shares

    8.22% of the 13F portfolio, value $12,562,352.

    13F-HR 0001420506-26-001599 filed by ALLIUM FINANCIAL 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 16,061 shares
    Change vs previous 13F +921 shares

    8.41% of the 13F portfolio, value $10,490,955.

    13F-HR 0001420506-26-000827 filed by ALLIUM FINANCIAL 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 15,140 shares
    Change vs previous 13F -647 shares

    8.22% of the 13F portfolio, value $10,369,915.

    13F-HR 0001420506-26-000206 filed by ALLIUM FINANCIAL 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 15,787 shares
    Change vs previous 13F +1,016 shares

    8.74% of the 13F portfolio, value $10,565,933.

    13F-HR 0001420506-25-003368 filed by ALLIUM FINANCIAL 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/A 14,771 shares
    Change vs previous 13F -17 shares

    7.99% of the 13F portfolio, value $9,171,334.

    13F-HR/A 0001420506-26-000208 filed by ALLIUM FINANCIAL 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 14,788 shares
    Change vs previous 13F not available

    7.58% of the 13F portfolio, value $8,309,369.

    13F-HR 0002067277-25-000001 filed by ALLIUM FINANCIAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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