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CERTIOR FINANCIAL GROUP, LLC: IVV position timeline

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

CERTIOR FINANCIAL GROUP, LLC held 5,477 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,477 shares
    Change vs previous 13F +223 shares

    2.25% of the 13F portfolio, value $4,101,391.

    13F-HR 0001104659-26-084938 filed by CERTIOR FINANCIAL GROUP, 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 5,254 shares
    Change vs previous 13F +169 shares

    2.19% of the 13F portfolio, value $3,431,945.

    13F-HR 0001104659-26-049297 filed by CERTIOR FINANCIAL GROUP, 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 5,085 shares
    Change vs previous 13F +60 shares

    2.37% of the 13F portfolio, value $3,483,156.

    13F-HR 0001104659-26-010102 filed by CERTIOR FINANCIAL GROUP, 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 5,025 shares
    Change vs previous 13F -475 shares

    2.28% of the 13F portfolio, value $3,362,968.

    13F-HR 0001104659-25-104742 filed by CERTIOR FINANCIAL GROUP, 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 5,500 shares
    Change vs previous 13F -3,942 shares

    2.62% of the 13F portfolio, value $3,414,974.

    13F-HR 0001104659-25-077440 filed by CERTIOR FINANCIAL GROUP, 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 9,442 shares
    Change vs previous 13F -154 shares

    4.38% of the 13F portfolio, value $5,305,181.

    13F-HR 0001104659-25-049185 filed by CERTIOR FINANCIAL GROUP, 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 9,596 shares
    Change vs previous 13F not available

    5.02% of the 13F portfolio, value $5,648,985.

    13F-HR 0001104659-25-012569 filed by CERTIOR FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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