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Cascadia Advisory Services, LLC: IVV position timeline

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

Cascadia Advisory Services, LLC held 31,646 IVV shares at 2021-09-30 per its 13F-HR filed 2021-11-12.

the latest 13F is the newest step

  1. period ended2021-09-30
    13F 31,646 shares
    Change vs previous 13F -6,437 shares

    2.76% of the 13F portfolio, value $13,634,000.

    13F-HR 0001800724-21-000004 filed by Cascadia Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2021-06-30
    13F 38,083 shares
    Change vs previous 13F +7,122 shares

    3.53% of the 13F portfolio, value $16,372,000.

    13F-HR 0001800724-21-000002 filed by Cascadia Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2021-03-31
    13F 30,961 shares
    Change vs previous 13F +6,972 shares

    2.73% of the 13F portfolio, value $12,317,000.

    13F-HR 0001648101-21-000003 filed by Cascadia Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2020-09-30
    13F 23,989 shares
    Change vs previous 13F -7,216 shares

    2.26% of the 13F portfolio, value $8,062,000.

    13F-HR 0001800724-20-000004 filed by Cascadia Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2020-06-30
    13F 31,205 shares
    Change vs previous 13F +21,167 shares

    2.96% of the 13F portfolio, value $9,664,000.

    13F-HR 0001800724-20-000002 filed by Cascadia Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2019-12-31
    13F 10,038 shares
    Change vs previous 13F not available

    0.92% of the 13F portfolio, value $3,245,000.

    13F-HR 0001800724-20-000001 filed by Cascadia Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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