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Carbahal Olsen Financial Services Group, LLC: IVV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Carbahal Olsen Financial Services Group, LLC on IVV, newest first. How the timeline and the estimate are built.

Carbahal Olsen Financial Services Group, LLC held 48,420 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 48,420 shares
    Change vs previous 13F +364 shares

    25.17% of the 13F portfolio, value $36,261,970.

    13F-HR 0002052538-26-000008 filed by Carbahal Olsen Financial Services 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 48,056 shares
    Change vs previous 13F +443 shares

    25.09% of the 13F portfolio, value $31,390,734.

    13F-HR 0002052538-26-000004 filed by Carbahal Olsen Financial Services 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 47,613 shares
    Change vs previous 13F -218 shares

    25.04% of the 13F portfolio, value $32,612,225.

    13F-HR 0002052538-26-000002 filed by Carbahal Olsen Financial Services 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 47,831 shares
    Change vs previous 13F -200 shares

    25.69% of the 13F portfolio, value $32,013,381.

    13F-HR 0002052538-25-000011 filed by Carbahal Olsen Financial Services 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 48,031 shares
    Change vs previous 13F +1,200 shares

    25.43% of the 13F portfolio, value $29,822,259.

    13F-HR 0002052538-25-000007 filed by Carbahal Olsen Financial Services Group, 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 46,831 shares
    Change vs previous 13F +435 shares

    24.98% of the 13F portfolio, value $26,314,183.

    13F-HR 0002052538-25-000004 filed by Carbahal Olsen Financial Services Group, 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 46,396 shares
    Change vs previous 13F not available

    25.19% of the 13F portfolio, value $27,312,425.

    13F-HR 0002052538-25-000002 filed by Carbahal Olsen Financial Services Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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