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Antonelli Financial Advisors, LLC: IVV position timeline

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

Antonelli Financial Advisors, LLC held 5,574 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 5,574 shares
    Change vs previous 13F 0 shares

    3.09% of the 13F portfolio, value $4,269,000.

    13F-HR 0002055364-26-000008 filed by Antonelli Financial Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 5,574 shares
    Change vs previous 13F -639 shares

    2.86% of the 13F portfolio, value $4,175,000.

    13F-HR 0002055364-26-000006 filed by Antonelli 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 6,213 shares
    Change vs previous 13F -2,121 shares

    2.8% of the 13F portfolio, value $4,059,000.

    13F-HR 0002055364-26-000004 filed by Antonelli 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 8,334 shares
    Change vs previous 13F +138 shares

    3.75% of the 13F portfolio, value $5,709,000.

    13F-HR 0002055364-26-000002 filed by Antonelli 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 ended2025-09-30
    13F 8,196 shares
    Change vs previous 13F -138 shares

    3.73% of the 13F portfolio, value $5,485,800.

    13F-HR 0002055364-25-000004 filed by Antonelli 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 ended2025-06-30
    13F 8,334 shares
    Change vs previous 13F -1 shares

    3.74% of the 13F portfolio, value $5,174,783.

    13F-HR 0001667731-25-000938 filed by Antonelli Financial 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 ended2025-03-31
    13F 8,335 shares
    Change vs previous 13F -7 shares

    3.77% of the 13F portfolio, value $4,683,620.

    13F-HR 0001667731-25-000484 filed by Antonelli Financial 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 ended2024-12-31
    13F 8,342 shares
    Change vs previous 13F not available

    4.15% of the 13F portfolio, value $4,910,960.

    13F-HR 0001667731-25-000237 filed by Antonelli Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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