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Disclosery

Cosner Financial Group, LLC: IVV position timeline

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

Cosner Financial Group, LLC held 13,270 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 13,270 shares
    Change vs previous 13F -8,097 shares

    5.11% of the 13F portfolio, value $9,945,050.

    13F-HR 0001674627-26-000005 filed by Cosner Financial 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 21,367 shares
    Change vs previous 13F +282 shares

    7.67% of the 13F portfolio, value $13,957,402.

    13F-HR 0001674627-26-000003 filed by Cosner Financial 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 21,085 shares
    Change vs previous 13F -127 shares

    7.37% of the 13F portfolio, value $14,442,197.

    13F-HR 0001674627-26-000001 filed by Cosner Financial Group, 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 21,212 shares
    Change vs previous 13F -472 shares

    7.63% of the 13F portfolio, value $14,197,211.

    13F-HR 0001674627-25-000008 filed by Cosner Financial Group, 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 21,684 shares
    Change vs previous 13F +842 shares

    7.5% of the 13F portfolio, value $13,463,267.

    13F-HR 0001674627-25-000005 filed by Cosner Financial Group, 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 20,842 shares
    Change vs previous 13F +2,806 shares

    7.16% of the 13F portfolio, value $11,711,176.

    13F-HR 0001674627-25-000004 filed by Cosner Financial Group, 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 18,036 shares
    Change vs previous 13F -2,859 shares

    6.73% of the 13F portfolio, value $10,617,362.

    13F-HR 0001674627-25-000002 filed by Cosner Financial Group, 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 20,895 shares
    Change vs previous 13F not available

    7.77% of the 13F portfolio, value $12,052,826.

    13F-HR 0001674627-24-000007 filed by Cosner Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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