Skip to content
Disclosery

Bluesphere Advisors LLC: IVV position timeline

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

Bluesphere Advisors LLC held 124,080 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 124,080 shares
    Change vs previous 13F -435 shares

    28.68% of the 13F portfolio, value $92,921,993.

    13F-HR 0001951757-26-001085 filed by Bluesphere Advisors 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 124,515 shares
    Change vs previous 13F +37,641 shares

    28.91% of the 13F portfolio, value $81,334,216.

    13F-HR 0001951757-26-000691 filed by Bluesphere 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 ended2025-12-31
    13F 86,874 shares
    Change vs previous 13F +1,103 shares

    26.32% of the 13F portfolio, value $59,503,243.

    13F-HR 0001951757-26-000238 filed by Bluesphere 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 ended2025-09-30
    13F 85,771 shares
    Change vs previous 13F -2,897 shares

    26.32% of the 13F portfolio, value $57,406,778.

    13F-HR 0001951757-25-001256 filed by Bluesphere 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 ended2025-06-30
    13F 88,668 shares
    Change vs previous 13F +3,343 shares

    27.45% of the 13F portfolio, value $55,054,185.

    13F-HR 0001951757-25-000878 filed by Bluesphere 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 ended2025-03-31
    13F 85,325 shares
    Change vs previous 13F +7,480 shares

    27.44% of the 13F portfolio, value $47,944,184.

    13F-HR 0001951757-25-000423 filed by Bluesphere 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 ended2024-12-31
    13F 77,845 shares
    Change vs previous 13F +59 shares

    22.43% of the 13F portfolio, value $45,825,687.

    13F-HR 0001951757-25-000110 filed by Bluesphere 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 ended2024-09-30
    13F 77,786 shares
    Change vs previous 13F not available

    22.18% of the 13F portfolio, value $44,868,690.

    13F-HR 0001951757-24-001082 filed by Bluesphere Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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