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BREAKTHRU ADVISORY SERVICES, LLC: IVV position timeline

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

BREAKTHRU ADVISORY SERVICES, LLC held 3,333 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,333 shares
    Change vs previous 13F -553 shares

    8.38% of the 13F portfolio, value $2,496,050.

    13F-HR 0002055645-26-000004 filed by BREAKTHRU ADVISORY SERVICES, 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 3,886 shares
    Change vs previous 13F -35,558 shares

    4.07% of the 13F portfolio, value $2,538,374.

    13F-HR 0002055645-26-000002 filed by BREAKTHRU ADVISORY SERVICES, 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 39,444 shares
    Change vs previous 13F -5,874 shares

    17.27% of the 13F portfolio, value $27,016,858.

    13F-HR 0002055645-26-000001 filed by BREAKTHRU ADVISORY SERVICES, 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 45,318 shares
    Change vs previous 13F +17,032 shares

    19.96% of the 13F portfolio, value $30,331,391.

    13F-HR 0002055645-25-000007 filed by BREAKTHRU ADVISORY SERVICES, 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 28,286 shares
    Change vs previous 13F 0 shares

    24.58% of the 13F portfolio, value $15,893,907.

    13F-HR 0002055645-25-000006 filed by BREAKTHRU ADVISORY SERVICES, 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 28,286 shares
    Change vs previous 13F -1,315 shares

    24.58% of the 13F portfolio, value $15,893,907.

    13F-HR 0002055645-25-000003 filed by BREAKTHRU ADVISORY SERVICES, 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 29,601 shares
    Change vs previous 13F not available

    15.77% of the 13F portfolio, value $17,425,517.

    13F-HR 0002055645-25-000002 filed by BREAKTHRU ADVISORY SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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