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Disclosery

Baring Financial LLC: IVV position timeline

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

Baring Financial LLC held 24,806 IVV shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 24,806 shares
    Change vs previous 13F +642 shares

    10.25% of the 13F portfolio, value $18,997,705.

    13F-HR 0002052588-26-000005 filed by Baring Financial LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 24,164 shares
    Change vs previous 13F -18 shares

    9.99% of the 13F portfolio, value $18,096,095.

    13F-HR 0002052588-26-000003 filed by Baring Financial LLC
    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 24,182 shares
    Change vs previous 13F +782 shares

    9.66% of the 13F portfolio, value $15,796,176.

    13F-HR 0002052588-26-000002 filed by Baring Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 23,400 shares
    Change vs previous 13F +7,537 shares

    9.76% of the 13F portfolio, value $16,027,931.

    13F-HR 0002052588-26-000001 filed by Baring Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 15,863 shares
    Change vs previous 13F +83 shares

    7.24% of the 13F portfolio, value $10,617,096.

    13F-HR 0002052588-25-000006 filed by Baring Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 15,780 shares
    Change vs previous 13F -493 shares

    7.32% of the 13F portfolio, value $9,798,048.

    13F-HR 0002052588-25-000004 filed by Baring Financial LLC
    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 16,273 shares
    Change vs previous 13F -922 shares

    7.68% of the 13F portfolio, value $9,143,585.

    13F-HR 0002052588-25-000003 filed by Baring Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 17,195 shares
    Change vs previous 13F not available

    9.02% of the 13F portfolio, value $10,122,253.

    13F-HR 0002052588-25-000001 filed by Baring Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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