Skip to content
Disclosery

BROGAN FINANCIAL, INC.: IVV position timeline

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

BROGAN FINANCIAL, INC. held 663 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 663 shares
    Change vs previous 13F +52 shares

    0.2% of the 13F portfolio, value $496,574.

    13F-HR 0001889918-26-000005 filed by BROGAN FINANCIAL, 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 611 shares
    Change vs previous 13F -10 shares

    0.18% of the 13F portfolio, value $399,319.

    13F-HR 0001889918-26-000003 filed by BROGAN FINANCIAL, 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 621 shares
    Change vs previous 13F +3 shares

    0.19% of the 13F portfolio, value $425,116.

    13F-HR 0001889918-26-000001 filed by BROGAN FINANCIAL, 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 618 shares
    Change vs previous 13F +12 shares

    0.18% of the 13F portfolio, value $413,905.

    13F-HR 0001889918-25-000005 filed by BROGAN FINANCIAL, 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 606 shares
    Change vs previous 13F +2 shares

    0.17% of the 13F portfolio, value $376,079.

    13F-HR 0001085146-25-004712 filed by BROGAN FINANCIAL, 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 604 shares
    Change vs previous 13F +2 shares

    0.16% of the 13F portfolio, value $339,285.

    13F-HR 0001085146-25-002604 filed by BROGAN FINANCIAL, 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 602 shares
    Change vs previous 13F +2 shares

    0.17% of the 13F portfolio, value $354,364.

    13F-HR 0001085146-25-001266 filed by BROGAN FINANCIAL, 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 600 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $345,969.

    13F-HR 0001994220-24-000026 filed by BROGAN FINANCIAL, INC.
    Filed (acceptance time not in the bulk data set), ingested

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