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BRIGHT FINANCIAL ADVISORS, INC.: IVV position timeline

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

BRIGHT FINANCIAL ADVISORS, INC. held 21,424 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,424 shares
    Change vs previous 13F -66 shares

    6.72% of the 13F portfolio, value $16,045,520.

    13F-HR 0001172661-26-003277 filed by BRIGHT FINANCIAL ADVISORS, INC.
    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 21,490 shares
    Change vs previous 13F +524 shares

    6.43% of the 13F portfolio, value $14,038,211.

    13F-HR 0001172661-26-001920 filed by BRIGHT FINANCIAL ADVISORS, INC.
    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 20,966 shares
    Change vs previous 13F +991 shares

    6.78% of the 13F portfolio, value $14,361,228.

    13F-HR 0001172661-26-000274 filed by BRIGHT FINANCIAL ADVISORS, INC.
    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 19,975 shares
    Change vs previous 13F +116 shares

    6.53% of the 13F portfolio, value $13,369,180.

    13F-HR 0001172661-25-004669 filed by BRIGHT FINANCIAL ADVISORS, INC.
    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 19,859 shares
    Change vs previous 13F +100 shares

    6.84% of the 13F portfolio, value $12,330,776.

    13F-HR 0001172661-25-002611 filed by BRIGHT FINANCIAL ADVISORS, INC.
    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 19,759 shares
    Change vs previous 13F -10 shares

    6.82% of the 13F portfolio, value $11,102,306.

    13F-HR 0001172661-25-001723 filed by BRIGHT FINANCIAL ADVISORS, INC.
    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 19,769 shares
    Change vs previous 13F -816 shares

    7.31% of the 13F portfolio, value $11,637,601.

    13F-HR 0001172661-25-000377 filed by BRIGHT FINANCIAL ADVISORS, INC.
    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 20,585 shares
    Change vs previous 13F not available

    7.55% of the 13F portfolio, value $11,873,684.

    13F-HR 0001172661-24-004216 filed by BRIGHT FINANCIAL ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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