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BRIAN LOW FINANCIAL GROUP, LLC: IVV position timeline

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

BRIAN LOW FINANCIAL GROUP, LLC held 424 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 424 shares
    Change vs previous 13F +50 shares

    0.19% of the 13F portfolio, value $317,529.

    13F-HR 0002079080-26-000003 filed by BRIAN LOW FINANCIAL GROUP, 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 374 shares
    Change vs previous 13F -97 shares

    0.17% of the 13F portfolio, value $244,301.

    13F-HR 0002079080-26-000002 filed by BRIAN LOW FINANCIAL GROUP, 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 471 shares
    Change vs previous 13F -171 shares

    0.23% of the 13F portfolio, value $322,607.

    13F-HR 0002079080-26-000001 filed by BRIAN LOW FINANCIAL GROUP, 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 642 shares
    Change vs previous 13F +145 shares

    0.33% of the 13F portfolio, value $429,691.

    13F-HR 0002079080-25-000002 filed by BRIAN LOW FINANCIAL GROUP, 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 497 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $308,587.

    13F-HR 0001843867-25-000009 filed by BRIAN LOW FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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