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Checchi Capital Advisers, LLC: IVOO position timeline

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

Checchi Capital Advisers, LLC held 64,929 IVOO shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 64,929 shares
    Change vs previous 13F +4,852 shares

    0.54% of the 13F portfolio, value $8,466,783.

    13F-HR 0001598186-26-000003 filed by Checchi Capital Advisers, 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 60,077 shares
    Change vs previous 13F +4,097 shares

    0.47% of the 13F portfolio, value $6,867,982.

    13F-HR 0001598186-26-000002 filed by Checchi Capital Advisers, 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 55,980 shares
    Change vs previous 13F +6,345 shares

    0.43% of the 13F portfolio, value $6,258,540.

    13F-HR 0001598186-26-000001 filed by Checchi Capital Advisers, 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 49,635 shares
    Change vs previous 13F +5,624 shares

    0.38% of the 13F portfolio, value $5,478,657.

    13F-HR 0001598186-25-000003 filed by Checchi Capital Advisers, 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 44,011 shares
    Change vs previous 13F +5,821 shares

    0.32% of the 13F portfolio, value $4,620,289.

    13F-HR 0001085146-25-004026 filed by Checchi Capital Advisers, 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 38,190 shares
    Change vs previous 13F +4,085 shares

    0.27% of the 13F portfolio, value $3,769,382.

    13F-HR 0001085146-25-002398 filed by Checchi Capital Advisers, 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 34,105 shares
    Change vs previous 13F +768 shares

    0.27% of the 13F portfolio, value $3,598,078.

    13F-HR 0001085146-25-000800 filed by Checchi Capital Advisers, 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 33,337 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $3,521,387.

    13F-HR 0001085146-24-005324 filed by Checchi Capital Advisers, LLC
    Filed (acceptance time not in the bulk data set), ingested

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