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Coyle Financial Counsel LLC: IVV position timeline

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

Coyle Financial Counsel LLC held 122,731 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 122,731 shares
    Change vs previous 13F +3,113 shares

    16.78% of the 13F portfolio, value $91,911,941.

    13F-HR 0001104659-26-092442 filed by Coyle Financial Counsel 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 119,618 shares
    Change vs previous 13F +6,301 shares

    16.53% of the 13F portfolio, value $78,135,960.

    13F-HR 0001104659-26-059200 filed by Coyle Financial Counsel 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 113,317 shares
    Change vs previous 13F +6,156 shares

    16.59% of the 13F portfolio, value $77,615,339.

    13F-HR 0001104659-26-012393 filed by Coyle Financial Counsel 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 107,161 shares
    Change vs previous 13F +7,120 shares

    16.53% of the 13F portfolio, value $71,723,134.

    13F-HR 0001104659-25-108808 filed by Coyle Financial Counsel 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 100,041 shares
    Change vs previous 13F +6,169 shares

    16.63% of the 13F portfolio, value $62,115,411.

    13F-HR 0001104659-25-078429 filed by Coyle Financial Counsel 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 93,872 shares
    Change vs previous 13F +8,010 shares

    16.11% of the 13F portfolio, value $52,746,894.

    13F-HR 0001104659-25-043168 filed by Coyle Financial Counsel 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 85,862 shares
    Change vs previous 13F +10,009 shares

    16% of the 13F portfolio, value $50,545,192.

    13F-HR 0001104659-25-009039 filed by Coyle Financial Counsel 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 75,853 shares
    Change vs previous 13F not available

    14.48% of the 13F portfolio, value $41,509,119.

    13F-HR 0001104659-24-116036 filed by Coyle Financial Counsel LLC
    Filed (acceptance time not in the bulk data set), ingested

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