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Ashford Advisors, LLC: IVV position timeline

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

Ashford Advisors, LLC held 341,964 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 341,964 shares
    Change vs previous 13F -18,471 shares

    52.83% of the 13F portfolio, value $256,093,236.

    13F-HR 0001861158-26-000004 filed by Ashford 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 360,435 shares
    Change vs previous 13F -5,369 shares

    54.85% of the 13F portfolio, value $235,439,832.

    13F-HR 0001861158-26-000003 filed by Ashford 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 365,804 shares
    Change vs previous 13F -5,540 shares

    54.86% of the 13F portfolio, value $250,554,107.

    13F-HR 0001861158-26-000002 filed by Ashford 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 371,344 shares
    Change vs previous 13F -26,348 shares

    54.98% of the 13F portfolio, value $248,540,539.

    13F-HR 0001861158-25-000006 filed by Ashford 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 397,692 shares
    Change vs previous 13F -8,835 shares

    57.22% of the 13F portfolio, value $246,926,963.

    13F-HR 0001861158-25-000002 filed by Ashford 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 406,527 shares
    Change vs previous 13F -21,926 shares

    57.1% of the 13F portfolio, value $228,427,521.

    13F-HR 0001861158-25-000001 filed by Ashford 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 428,453 shares
    Change vs previous 13F -5,974 shares

    58.31% of the 13F portfolio, value $252,221,712.

    13F-HR 0002042928-25-000002 filed by Ashford 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 434,427 shares
    Change vs previous 13F not available

    58.33% of the 13F portfolio, value $250,586,182.

    13F-HR 0001861158-24-000010 filed by Ashford Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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