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COLTON GROOME FINANCIAL ADVISORS, LLC: IVV position timeline

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

COLTON GROOME FINANCIAL ADVISORS, LLC held 101,747 IVV shares at 2026-09-30 per its 13F-HR filed 2026-10-06.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 101,747 shares
    Change vs previous 13F +7,317 shares

    18.25% of the 13F portfolio, value $77,923,232.

    13F-HR 0001780330-26-000005 filed by COLTON GROOME FINANCIAL ADVISORS, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 94,430 shares
    Change vs previous 13F +1,104 shares

    17.1% of the 13F portfolio, value $70,717,352.

    13F-HR 0001780330-26-000004 filed by COLTON GROOME FINANCIAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 93,326 shares
    Change vs previous 13F +1,914 shares

    17.36% of the 13F portfolio, value $60,961,290.

    13F-HR 0001780330-26-000003 filed by COLTON GROOME FINANCIAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 91,412 shares
    Change vs previous 13F +5,509 shares

    17.95% of the 13F portfolio, value $62,611,655.

    13F-HR 0001780330-26-000001 filed by COLTON GROOME FINANCIAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 85,903 shares
    Change vs previous 13F +4,377 shares

    17.64% of the 13F portfolio, value $57,494,721.

    13F-HR 0001780330-25-000008 filed by COLTON GROOME FINANCIAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 81,526 shares
    Change vs previous 13F +2,763 shares

    17.15% of the 13F portfolio, value $50,619,369.

    13F-HR 0001780330-25-000006 filed by COLTON GROOME FINANCIAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 78,763 shares
    Change vs previous 13F -15,040 shares

    17.05% of the 13F portfolio, value $43,946,531.

    13F-HR 0001780330-25-000005 filed by COLTON GROOME FINANCIAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 93,803 shares
    Change vs previous 13F not available

    21.11% of the 13F portfolio, value $55,219,900.

    13F-HR 0001780330-25-000001 filed by COLTON GROOME FINANCIAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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