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Disclosery

Daybright Advisory Services, Inc.: IVV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Daybright Advisory Services, Inc. on IVV, newest first. How the timeline and the estimate are built.

Daybright Advisory Services, Inc. held 80,974 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 80,974 shares
    Change vs previous 13F -496 shares

    14.5% of the 13F portfolio, value $60,756,288.

    13F-HR 0002107111-26-000004 filed by Daybright Advisory Services, Inc.
    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 81,470 shares
    Change vs previous 13F +919 shares

    14.73% of the 13F portfolio, value $53,217,266.

    13F-HR 0002107111-26-000002 filed by Daybright Advisory Services, Inc.
    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 80,551 shares
    Change vs previous 13F not available

    14.72% of the 13F portfolio, value $55,172,367.

    13F-HR 0002107111-26-000001 filed by Daybright Advisory Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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