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Disclosery

CRA Financial Services, LLC: IVVM position timeline

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

CRA Financial Services, LLC held 155,877 IVVM shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 155,877 shares
    Change vs previous 13F -1,827 shares

    0.66% of the 13F portfolio, value $5,760,122.

    13F-HR 0001765594-26-000003 filed by CRA Financial Services, 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 157,704 shares
    Change vs previous 13F -3,730 shares

    0.7% of the 13F portfolio, value $5,379,284.

    13F-HR 0001765594-26-000002 filed by CRA Financial Services, 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 161,434 shares
    Change vs previous 13F +1,488 shares

    0.73% of the 13F portfolio, value $5,616,290.

    13F-HR 0001765594-26-000001 filed by CRA Financial Services, 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 159,946 shares
    Change vs previous 13F +1,975 shares

    0.75% of the 13F portfolio, value $5,470,140.

    13F-HR 0001765594-25-000008 filed by CRA Financial Services, 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 157,971 shares
    Change vs previous 13F -14,452 shares

    0.78% of the 13F portfolio, value $5,113,509.

    13F-HR 0001765594-25-000004 filed by CRA Financial Services, 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 172,423 shares
    Change vs previous 13F +6,908 shares

    0.9% of the 13F portfolio, value $5,270,120.

    13F-HR 0001765594-25-000002 filed by CRA Financial Services, 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 165,515 shares
    Change vs previous 13F +10,875 shares

    0.87% of the 13F portfolio, value $5,075,038.

    13F-HR 0001765594-25-000001 filed by CRA Financial Services, 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 154,640 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $4,679,035.

    13F-HR 0001765594-24-000007 filed by CRA Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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