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Ballew Advisors, Inc: IVV position timeline

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

Ballew Advisors, Inc held 49,824 IVV shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 49,824 shares
    Change vs previous 13F -1,132 shares

    19.14% of the 13F portfolio, value $38,518,720.

    13F-HR 0001580642-26-006728 filed by Ballew Advisors, Inc
    Accepted , ingested

  2. period ended2026-06-30
    13F 50,956 shares
    Change vs previous 13F -321 shares

    19.71% of the 13F portfolio, value $38,137,210.

    13F-HR 0001580642-26-004238 filed by Ballew Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 51,277 shares
    Change vs previous 13F -616 shares

    19.75% of the 13F portfolio, value $35,022,441.

    13F-HR 0001580642-26-002441 filed by Ballew Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 51,893 shares
    Change vs previous 13F -374 shares

    20.38% of the 13F portfolio, value $36,162,588.

    13F-HR 0001580642-26-000257 filed by Ballew Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 52,267 shares
    Change vs previous 13F -1,222 shares

    19.41% of the 13F portfolio, value $34,782,924.

    13F-HR 0001580642-25-006581 filed by Ballew Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 53,489 shares
    Change vs previous 13F +629 shares

    19.95% of the 13F portfolio, value $33,600,454.

    13F-HR 0001580642-25-004115 filed by Ballew Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 52,860 shares
    Change vs previous 13F +1,543 shares

    19.04% of the 13F portfolio, value $28,384,864.

    13F-HR 0001580642-25-002392 filed by Ballew Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 51,317 shares
    Change vs previous 13F not available

    19.13% of the 13F portfolio, value $29,978,165.

    13F-HR 0001580642-25-000325 filed by Ballew Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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