Skip to content
Disclosery

Cadent Capital Advisors, LLC: IVV position timeline

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

Cadent Capital Advisors, LLC held 8,175 IVV shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 8,175 shares
    Change vs previous 13F -3,213 shares

    1.34% of the 13F portfolio, value $6,260,598.

    13F-HR 0001803536-26-000004 filed by Cadent Capital Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 11,388 shares
    Change vs previous 13F +342 shares

    1.77% of the 13F portfolio, value $8,528,414.

    13F-HR 0001803536-26-000003 filed by Cadent Capital 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 ended2026-03-31
    13F 11,046 shares
    Change vs previous 13F +268 shares

    1.91% of the 13F portfolio, value $7,215,579.

    13F-HR 0001803536-26-000002 filed by Cadent Capital 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 ended2025-12-31
    13F 10,778 shares
    Change vs previous 13F +771 shares

    1.95% of the 13F portfolio, value $7,382,539.

    13F-HR 0001803536-26-000001 filed by Cadent Capital 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 ended2025-09-30
    13F 10,007 shares
    Change vs previous 13F -186 shares

    1.77% of the 13F portfolio, value $6,697,575.

    13F-HR 0001803536-25-000005 filed by Cadent Capital 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 ended2025-06-30
    13F 10,193 shares
    Change vs previous 13F +117 shares

    2.07% of the 13F portfolio, value $6,328,768.

    13F-HR 0001803536-25-000004 filed by Cadent Capital 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 ended2025-03-31
    13F 10,076 shares
    Change vs previous 13F -456 shares

    2.15% of the 13F portfolio, value $5,661,776.

    13F-HR 0001803536-25-000003 filed by Cadent Capital 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 ended2024-12-31
    13F 10,532 shares
    Change vs previous 13F not available

    2.16% of the 13F portfolio, value $6,200,111.

    13F-HR 0001803536-25-000001 filed by Cadent Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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