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ALM First Financial Advisors, LLC: IVV position timeline

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

ALM First Financial Advisors, LLC held 33,130 IVV shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 33,130 shares
    Change vs previous 13F +9,775 shares

    4.01% of the 13F portfolio, value $25,372,611.

    13F-HR 0001950054-26-000012 filed by ALM First Financial Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 23,355 shares
    Change vs previous 13F +4,445 shares

    2.95% of the 13F portfolio, value $17,490,326.

    13F-HR 0001950054-26-000007 filed by ALM First 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 ended2026-03-31
    13F 18,910 shares
    Change vs previous 13F +15,955 shares

    2.22% of the 13F portfolio, value $12,352,201.

    13F-HR 0001950054-26-000005 filed by ALM First 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 ended2025-12-31
    13F 2,955 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $2,020,880.

    13F-HR 0001950054-26-000002 filed by ALM First Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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