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Atlanta Consulting Group Advisors, LLC: IVV position timeline

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

Atlanta Consulting Group Advisors, LLC held 85,882 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 85,882 shares
    Change vs previous 13F +1,696 shares

    10.2% of the 13F portfolio, value $64,316,255.

    13F-HR 0001420506-26-001758 filed by Atlanta Consulting Group 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 84,186 shares
    Change vs previous 13F +1,918 shares

    11.82% of the 13F portfolio, value $54,991,179.

    13F-HR 0001420506-26-001096 filed by Atlanta Consulting Group 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 82,268 shares
    Change vs previous 13F +3,164 shares

    12.76% of the 13F portfolio, value $56,348,532.

    13F-HR 0001420506-26-000296 filed by Atlanta Consulting Group 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 79,104 shares
    Change vs previous 13F +634 shares

    12.95% of the 13F portfolio, value $52,944,027.

    13F-HR 0001420506-25-003012 filed by Atlanta Consulting Group 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 78,470 shares
    Change vs previous 13F +2,378 shares

    13.34% of the 13F portfolio, value $48,722,222.

    13F-HR 0001420506-25-001779 filed by Atlanta Consulting Group 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 76,092 shares
    Change vs previous 13F +53 shares

    12.48% of the 13F portfolio, value $42,755,858.

    13F-HR 0001420506-25-001248 filed by Atlanta Consulting Group 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/A 76,039 shares
    Change vs previous 13F -27,686 shares

    16.51% of the 13F portfolio, value $44,762,629.

    13F-HR/A 0001420506-25-001324 filed by Atlanta Consulting Group 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 103,725 shares
    Change vs previous 13F not available

    14.85% of the 13F portfolio, value $59,830,667.

    13F-HR 0001420506-24-002239 filed by Atlanta Consulting Group Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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