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Carrera Capital Advisors: IVV position timeline

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

Carrera Capital Advisors held 3,980 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,980 shares
    Change vs previous 13F -105 shares

    0.44% of the 13F portfolio, value $2,980,885.

    13F-HR 0002035329-26-000004 filed by Carrera Capital Advisors
    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 4,085 shares
    Change vs previous 13F +138 shares

    0.41% of the 13F portfolio, value $2,668,203.

    13F-HR 0002035329-26-000002 filed by Carrera Capital Advisors
    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 3,947 shares
    Change vs previous 13F -119 shares

    0.45% of the 13F portfolio, value $2,703,175.

    13F-HR 0002035329-26-000001 filed by Carrera Capital Advisors
    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 4,066 shares
    Change vs previous 13F -941 shares

    0.49% of the 13F portfolio, value $2,721,044.

    13F-HR 0002035329-25-000007 filed by Carrera Capital Advisors
    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 5,007 shares
    Change vs previous 13F -1,137 shares

    0.63% of the 13F portfolio, value $3,109,036.

    13F-HR 0002035329-25-000004 filed by Carrera Capital Advisors
    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 6,144 shares
    Change vs previous 13F -2,279 shares

    0.76% of the 13F portfolio, value $3,452,349.

    13F-HR 0002035329-25-000002 filed by Carrera Capital Advisors
    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 8,423 shares
    Change vs previous 13F -2,722 shares

    1.16% of the 13F portfolio, value $4,958,545.

    13F-HR 0002035329-25-000001 filed by Carrera Capital Advisors
    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 11,145 shares
    Change vs previous 13F not available

    1.57% of the 13F portfolio, value $6,428,714.

    13F-HR 0002035329-24-000003 filed by Carrera Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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