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Clifford Group, LLC: IVV position timeline

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

Clifford Group, LLC held 390 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 390 shares
    Change vs previous 13F -94 shares

    0.2% of the 13F portfolio, value $292,067.

    13F-HR 0001965522-26-000004 filed by Clifford 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 484 shares
    Change vs previous 13F +172 shares

    0.24% of the 13F portfolio, value $316,154.

    13F-HR 0001965522-26-000003 filed by Clifford 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 312 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $213,701.

    13F-HR 0001965522-26-000002 filed by Clifford Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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