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Disclosery

Balentine LLC: IVV position timeline

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

Balentine LLC held 117,337 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 117,337 shares
    Change vs previous 13F +159 shares

    3.12% of the 13F portfolio, value $87,872,149.

    13F-HR 0001398344-26-013694 filed by Balentine 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 117,178 shares
    Change vs previous 13F -5,134 shares

    3.08% of the 13F portfolio, value $76,541,948.

    13F-HR 0001398344-26-007159 filed by Balentine 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 122,312 shares
    Change vs previous 13F -1,493 shares

    3.18% of the 13F portfolio, value $83,776,434.

    13F-HR 0001398344-26-001814 filed by Balentine 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 123,805 shares
    Change vs previous 13F +1,466 shares

    3.05% of the 13F portfolio, value $82,862,431.

    13F-HR 0001398344-25-020500 filed by Balentine 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 122,339 shares
    Change vs previous 13F -253 shares

    2.96% of the 13F portfolio, value $75,960,252.

    13F-HR 0001398344-25-014447 filed by Balentine 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 122,592 shares
    Change vs previous 13F +3,860 shares

    2.89% of the 13F portfolio, value $68,884,293.

    13F-HR 0001398344-25-008628 filed by Balentine 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 118,732 shares
    Change vs previous 13F +2,195 shares

    2.84% of the 13F portfolio, value $69,895,151.

    13F-HR 0001398344-25-001347 filed by Balentine 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 116,537 shares
    Change vs previous 13F not available

    2.65% of the 13F portfolio, value $67,220,854.

    13F-HR 0001398344-24-019665 filed by Balentine LLC
    Filed (acceptance time not in the bulk data set), ingested

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