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Disclosery

Avise Financial Cooperative, Inc.: IVV position timeline

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

Avise Financial Cooperative, Inc. held 11,714 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 11,714 shares
    Change vs previous 13F +405 shares

    6.22% of the 13F portfolio, value $8,772,138.

    13F-HR 0002013342-26-000005 filed by Avise Financial Cooperative, Inc.
    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 11,309 shares
    Change vs previous 13F +205 shares

    6.11% of the 13F portfolio, value $7,387,013.

    13F-HR 0002013342-26-000004 filed by Avise Financial Cooperative, Inc.
    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 11,104 shares
    Change vs previous 13F not available

    6.85% of the 13F portfolio, value $7,605,591.

    13F-HR 0002013342-26-000003 filed by Avise Financial Cooperative, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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