Skip to content
Disclosery

Cassia Capital Partners, LLC: IVV position timeline

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

Cassia Capital Partners, LLC held 9,892 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,892 shares
    Change vs previous 13F -120 shares

    3.59% of the 13F portfolio, value $7,408,030.

    13F-HR 0001951757-26-001081 filed by Cassia Capital Partners, 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 10,012 shares
    Change vs previous 13F -4,559 shares

    3.36% of the 13F portfolio, value $6,539,640.

    13F-HR 0001951757-26-000731 filed by Cassia Capital Partners, 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 14,571 shares
    Change vs previous 13F -532 shares

    5.4% of the 13F portfolio, value $9,980,149.

    13F-HR 0001951757-26-000197 filed by Cassia Capital Partners, 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 15,103 shares
    Change vs previous 13F -5 shares

    5.52% of the 13F portfolio, value $10,108,595.

    13F-HR 0001951757-25-001208 filed by Cassia Capital Partners, 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 15,108 shares
    Change vs previous 13F -546 shares

    5.64% of the 13F portfolio, value $9,380,680.

    13F-HR 0001951757-25-000857 filed by Cassia Capital Partners, 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 15,654 shares
    Change vs previous 13F -2,164 shares

    5.49% of the 13F portfolio, value $8,796,089.

    13F-HR 0001951757-25-000407 filed by Cassia Capital Partners, 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 17,818 shares
    Change vs previous 13F -115 shares

    6.69% of the 13F portfolio, value $10,489,025.

    13F-HR 0001951757-25-000133 filed by Cassia Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 17,933 shares
    Change vs previous 13F not available

    6.83% of the 13F portfolio, value $10,344,237.

    13F-HR 0001951757-24-001083 filed by Cassia Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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