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Disclosery

DBK Financial Counsel, LLC: IVV position timeline

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

DBK Financial Counsel, LLC held 1,166 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,166 shares
    Change vs previous 13F -1,747 shares

    0.73% of the 13F portfolio, value $873,206.

    13F-HR 0001904822-26-000003 filed by DBK 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 2,913 shares
    Change vs previous 13F -400 shares

    1.44% of the 13F portfolio, value $1,902,801.

    13F-HR 0001904822-26-000002 filed by DBK 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 3,313 shares
    Change vs previous 13F -6 shares

    1.74% of the 13F portfolio, value $2,269,206.

    13F-HR 0001904822-26-000001 filed by DBK 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 3,319 shares
    Change vs previous 13F -112 shares

    1.87% of the 13F portfolio, value $2,221,407.

    13F-HR 0001904822-25-000005 filed by DBK 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 3,431 shares
    Change vs previous 13F 0 shares

    1.93% of the 13F portfolio, value $2,130,308.

    13F-HR 0001904822-25-000004 filed by DBK 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 3,431 shares
    Change vs previous 13F -257 shares

    1.93% of the 13F portfolio, value $1,927,879.

    13F-HR 0001904822-25-000003 filed by DBK 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 3,688 shares
    Change vs previous 13F 0 shares

    2.19% of the 13F portfolio, value $2,171,052.

    13F-HR 0001904822-25-000001 filed by DBK 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 3,688 shares
    Change vs previous 13F not available

    2.15% of the 13F portfolio, value $2,127,312.

    13F-HR 0001904822-24-000005 filed by DBK Financial Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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