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ArborFi Advisors, LLC: IVV position timeline

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

ArborFi Advisors, LLC held 31,135 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,135 shares
    Change vs previous 13F +735 shares

    16.9% of the 13F portfolio, value $23,316,451.

    13F-HR 0002054674-26-000003 filed by ArborFi 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 30,400 shares
    Change vs previous 13F -897 shares

    16.21% of the 13F portfolio, value $19,857,320.

    13F-HR 0002054674-26-000002 filed by ArborFi 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 31,297 shares
    Change vs previous 13F -97 shares

    17.4% of the 13F portfolio, value $21,436,232.

    13F-HR 0002054674-26-000001 filed by ArborFi 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 31,394 shares
    Change vs previous 13F +956 shares

    17.11% of the 13F portfolio, value $21,012,272.

    13F-HR 0002054674-25-000004 filed by ArborFi 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 30,438 shares
    Change vs previous 13F +2,280 shares

    16.64% of the 13F portfolio, value $18,899,144.

    13F-HR 0002054674-25-000003 filed by ArborFi 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 28,158 shares
    Change vs previous 13F +2,868 shares

    15.72% of the 13F portfolio, value $15,822,097.

    13F-HR 0001214659-25-006472 filed by ArborFi 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 25,290 shares
    Change vs previous 13F not available

    14.94% of the 13F portfolio, value $14,887,783.

    13F-HR 0001214659-25-002906 filed by ArborFi Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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