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Disclosery

Bare Financial Services, Inc: IVV position timeline

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

Bare Financial Services, Inc held 63,107 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 63,107 shares
    Change vs previous 13F +575 shares

    10.84% of the 13F portfolio, value $47,259,999.

    13F-HR 0002009426-26-000005 filed by Bare Financial Services, 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 62,532 shares
    Change vs previous 13F +831 shares

    10.8% of the 13F portfolio, value $40,846,797.

    13F-HR 0002009426-26-000004 filed by Bare Financial Services, 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 61,701 shares
    Change vs previous 13F -416 shares

    11.76% of the 13F portfolio, value $42,261,547.

    13F-HR 0002009426-26-000001 filed by Bare Financial Services, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 62,117 shares
    Change vs previous 13F +839 shares

    12.42% of the 13F portfolio, value $41,575,029.

    13F-HR 0002009426-25-000005 filed by Bare Financial Services, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 61,278 shares
    Change vs previous 13F +2,887 shares

    12.83% of the 13F portfolio, value $38,047,350.

    13F-HR 0001710537-25-000005 filed by Bare Financial Services, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 58,391 shares
    Change vs previous 13F +984 shares

    12.61% of the 13F portfolio, value $32,810,023.

    13F-HR 0002009426-25-000003 filed by Bare Financial Services, Inc
    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 57,407 shares
    Change vs previous 13F +1,008 shares

    13.59% of the 13F portfolio, value $33,794,190.

    13F-HR 0002009426-25-000001 filed by Bare Financial Services, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 56,399 shares
    Change vs previous 13F not available

    13.36% of the 13F portfolio, value $32,532,120.

    13F-HR 0002009426-24-000005 filed by Bare Financial Services, Inc
    Filed (acceptance time not in the bulk data set), ingested

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