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Bigelow Investment Advisors, LLC: IVV position timeline

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

Bigelow Investment Advisors, LLC held 25,979 IVV shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 25,979 shares
    Change vs previous 13F -89 shares

    7.09% of the 13F portfolio, value $19,895,726.

    13F-HR 0002085853-26-001150 filed by Bigelow Investment Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 26,068 shares
    Change vs previous 13F +463 shares

    7.07% of the 13F portfolio, value $19,522,241.

    13F-HR 0002085853-26-000916 filed by Bigelow Investment Advisors, 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 25,605 shares
    Change vs previous 13F -92 shares

    6.7% of the 13F portfolio, value $16,725,596.

    13F-HR 0002085853-26-000468 filed by Bigelow Investment Advisors, 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 25,697 shares
    Change vs previous 13F +1,203 shares

    6.88% of the 13F portfolio, value $17,601,065.

    13F-HR 0002085853-26-000130 filed by Bigelow Investment Advisors, 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 24,494 shares
    Change vs previous 13F +198 shares

    6.61% of the 13F portfolio, value $16,393,992.

    13F-HR 0002085853-25-000138 filed by Bigelow Investment Advisors, 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 24,296 shares
    Change vs previous 13F +559 shares

    6.65% of the 13F portfolio, value $15,085,533.

    13F-HR 0001667731-25-000767 filed by Bigelow Investment Advisors, 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 23,737 shares
    Change vs previous 13F -207 shares

    6.34% of the 13F portfolio, value $13,337,953.

    13F-HR 0001667731-25-000457 filed by Bigelow Investment Advisors, 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 23,944 shares
    Change vs previous 13F not available

    6.61% of the 13F portfolio, value $14,095,493.

    13F-HR 0001667731-25-000196 filed by Bigelow Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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