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Alternative Investment Advisors, LLC.: IVV position timeline

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

Alternative Investment Advisors, LLC. held 204,888 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 204,888 shares
    Change vs previous 13F +4,399 shares

    59.34% of the 13F portfolio, value $153,438,726.

    13F-HR 0001172661-26-004258 filed by Alternative Investment 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 200,489 shares
    Change vs previous 13F -5,290 shares

    58.13% of the 13F portfolio, value $130,963,425.

    13F-HR 0001172661-26-002397 filed by Alternative Investment 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 205,779 shares
    Change vs previous 13F +2,300 shares

    61.07% of the 13F portfolio, value $140,948,016.

    13F-HR 0001172661-26-001326 filed by Alternative Investment 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 203,479 shares
    Change vs previous 13F +6,904 shares

    61.91% of the 13F portfolio, value $136,188,320.

    13F-HR 0001172661-25-005272 filed by Alternative Investment 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 196,575 shares
    Change vs previous 13F +43,525 shares

    60.58% of the 13F portfolio, value $122,053,103.

    13F-HR 0001172661-25-004125 filed by Alternative Investment 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 153,050 shares
    Change vs previous 13F +5,676 shares

    45.45% of the 13F portfolio, value $85,999,190.

    13F-HR 0001172661-25-004124 filed by Alternative Investment 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 147,374 shares
    Change vs previous 13F +19,929 shares

    45.26% of the 13F portfolio, value $86,757,207.

    13F-HR 0001172661-25-004123 filed by Alternative Investment 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 127,445 shares
    Change vs previous 13F not available

    38.65% of the 13F portfolio, value $73,512,305.

    13F-HR 0001172661-24-005411 filed by Alternative Investment Advisors, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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