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Disclosery

Chancellor Financial Group WB LP: IVV position timeline

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

Chancellor Financial Group WB LP held 10,881 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 10,881 shares
    Change vs previous 13F -750 shares

    5.04% of the 13F portfolio, value $8,148,866.

    13F-HR 0001951757-26-001198 filed by Chancellor Financial Group WB LP
    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 11,631 shares
    Change vs previous 13F +473 shares

    5.44% of the 13F portfolio, value $7,597,415.

    13F-HR 0001951757-26-000864 filed by Chancellor Financial Group WB LP
    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 11,158 shares
    Change vs previous 13F -193 shares

    5.23% of the 13F portfolio, value $7,642,861.

    13F-HR 0001951757-26-000370 filed by Chancellor Financial Group WB LP
    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 11,351 shares
    Change vs previous 13F -29 shares

    5.4% of the 13F portfolio, value $7,596,955.

    13F-HR 0001951757-25-001397 filed by Chancellor Financial Group WB LP
    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 11,380 shares
    Change vs previous 13F +138 shares

    5.49% of the 13F portfolio, value $7,065,730.

    13F-HR 0001951757-25-001038 filed by Chancellor Financial Group WB LP
    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 11,242 shares
    Change vs previous 13F -56 shares

    5.25% of the 13F portfolio, value $6,317,015.

    13F-HR 0001951757-25-000513 filed by Chancellor Financial Group WB LP
    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 11,298 shares
    Change vs previous 13F not available

    5.36% of the 13F portfolio, value $6,651,176.

    13F-HR 0001951757-25-000281 filed by Chancellor Financial Group WB LP
    Filed (acceptance time not in the bulk data set), ingested

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