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Disclosery

CBM Financial, LLC: IVV position timeline

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

CBM Financial, LLC held 16,855 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,855 shares
    Change vs previous 13F -472 shares

    7.49% of the 13F portfolio, value $12,585,924.

    13F-HR 0001986152-26-000117 filed by CBM Financial, 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 17,327 shares
    Change vs previous 13F +1,966 shares

    7.7% of the 13F portfolio, value $12,338,669.

    13F-HR 0001986152-26-000084 filed by CBM Financial, 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 15,361 shares
    Change vs previous 13F -38,768 shares

    7.19% of the 13F portfolio, value $10,588,824.

    13F-HR 0001986152-26-000045 filed by CBM Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 54,129 shares
    Change vs previous 13F not available

    26.11% of the 13F portfolio, value $32,108,030.

    13F-HR 0001986152-25-000048 filed by CBM Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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