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Claris Financial LLC: IVOV position timeline

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

Claris Financial LLC held 2,000 IVOV shares at 2026-03-31 per its 13F-HR filed 2026-05-18.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 2,000 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $203,900.

    13F-HR 0001213900-26-058149 filed by Claris Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec ยง4.2).