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BEACON ADVISORS HOLDINGS, LLC: IVV position timeline

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

BEACON ADVISORS HOLDINGS, LLC held 24,178 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,178 shares
    Change vs previous 13F -657 shares

    8.86% of the 13F portfolio, value $18,106,632.

    13F-HR 0002114314-26-000003 filed by BEACON ADVISORS HOLDINGS, 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 24,835 shares
    Change vs previous 13F -183 shares

    8.68% of the 13F portfolio, value $16,222,220.

    13F-HR 0002114314-26-000001 filed by BEACON ADVISORS HOLDINGS, 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 25,018 shares
    Change vs previous 13F not available

    9.02% of the 13F portfolio, value $17,135,893.

    13F-HR 0001986152-26-000047 filed by BEACON ADVISORS HOLDINGS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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