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Certified Advisory Corp: ICVT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Certified Advisory Corp on ICVT, newest first. How the timeline and the estimate are built.

Certified Advisory Corp held 192,216 ICVT shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 192,216 shares
    Change vs previous 13F +12,343 shares

    1.89% of the 13F portfolio, value $23,400,382.

    13F-HR 0001731732-26-000004 filed by Certified Advisory Corp
    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 179,873 shares
    Change vs previous 13F +4,322 shares

    1.64% of the 13F portfolio, value $18,309,241.

    13F-HR 0001731732-26-000002 filed by Certified Advisory Corp
    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 175,551 shares
    Change vs previous 13F +2,211 shares

    1.58% of the 13F portfolio, value $17,291,798.

    13F-HR 0001731732-26-000001 filed by Certified Advisory Corp
    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 173,340 shares
    Change vs previous 13F +3,956 shares

    1.65% of the 13F portfolio, value $17,342,627.

    13F-HR 0001731732-25-000004 filed by Certified Advisory Corp
    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 169,384 shares
    Change vs previous 13F +3,748 shares

    1.59% of the 13F portfolio, value $15,261,484.

    13F-HR 0001085146-25-005120 filed by Certified Advisory Corp
    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 165,636 shares
    Change vs previous 13F -2,458 shares

    1.57% of the 13F portfolio, value $13,848,851.

    13F-HR 0001085146-25-002833 filed by Certified Advisory Corp
    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 168,094 shares
    Change vs previous 13F +1,565 shares

    1.55% of the 13F portfolio, value $14,282,976.

    13F-HR 0001085146-25-000217 filed by Certified Advisory Corp
    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 166,529 shares
    Change vs previous 13F not available

    1.54% of the 13F portfolio, value $13,933,517.

    13F-HR 0001085146-24-005504 filed by Certified Advisory Corp
    Filed (acceptance time not in the bulk data set), ingested

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