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Axiom Financial Strategies, LLC: IVV position timeline

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

Axiom Financial Strategies, LLC held 90,945 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 90,945 shares
    Change vs previous 13F +886 shares

    21.34% of the 13F portfolio, value $68,108,056.

    13F-HR 0001951757-26-001108 filed by Axiom Financial Strategies, 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 90,059 shares
    Change vs previous 13F +26,208 shares

    20.71% of the 13F portfolio, value $58,827,368.

    13F-HR 0001951757-26-000668 filed by Axiom Financial Strategies, 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 63,851 shares
    Change vs previous 13F -755 shares

    18.4% of the 13F portfolio, value $43,734,163.

    13F-HR 0001951757-26-000277 filed by Axiom Financial Strategies, 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 64,606 shares
    Change vs previous 13F +14,350 shares

    18.61% of the 13F portfolio, value $43,240,845.

    13F-HR 0001951757-25-001431 filed by Axiom Financial Strategies, 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 50,256 shares
    Change vs previous 13F -2,187 shares

    17.41% of the 13F portfolio, value $31,203,812.

    13F-HR 0001951757-25-001001 filed by Axiom Financial Strategies, 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 52,443 shares
    Change vs previous 13F -90 shares

    17.47% of the 13F portfolio, value $29,467,700.

    13F-HR 0001951757-25-000558 filed by Axiom Financial Strategies, 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 52,533 shares
    Change vs previous 13F +842 shares

    17.25% of the 13F portfolio, value $30,924,868.

    13F-HR 0001951757-25-000095 filed by Axiom Financial Strategies, 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 51,691 shares
    Change vs previous 13F not available

    15.75% of the 13F portfolio, value $29,816,341.

    13F-HR 0001951757-24-001197 filed by Axiom Financial Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

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