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DOLIVER ADVISORS, LP: IVV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of DOLIVER ADVISORS, LP on IVV, newest first. How the timeline and the estimate are built.

DOLIVER ADVISORS, LP held 19,527 IVV shares at 2026-09-30 per its 13F-HR filed 2026-10-01.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 19,527 shares
    Change vs previous 13F -1,918 shares

    3.29% of the 13F portfolio, value $14,954,753.

    13F-HR 0000938077-26-000009 filed by DOLIVER ADVISORS, LP
    Accepted , ingested

  2. period ended2026-06-30
    13F 21,445 shares
    Change vs previous 13F +43 shares

    3.64% of the 13F portfolio, value $16,059,946.

    13F-HR 0000938077-26-000007 filed by DOLIVER ADVISORS, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 21,402 shares
    Change vs previous 13F +777 shares

    3.18% of the 13F portfolio, value $13,980,000.

    13F-HR 0000938077-26-000004 filed by DOLIVER ADVISORS, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 20,625 shares
    Change vs previous 13F -1,035 shares

    3.53% of the 13F portfolio, value $14,126,888.

    13F-HR 0000938077-26-000001 filed by DOLIVER ADVISORS, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 21,660 shares
    Change vs previous 13F +1,428 shares

    3.75% of the 13F portfolio, value $14,497,038.

    13F-HR 0000938077-25-000007 filed by DOLIVER ADVISORS, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 20,232 shares
    Change vs previous 13F +122 shares

    3.44% of the 13F portfolio, value $12,562,049.

    13F-HR 0000938077-25-000004 filed by DOLIVER ADVISORS, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 20,110 shares
    Change vs previous 13F +304 shares

    3.18% of the 13F portfolio, value $11,299,809.

    13F-HR 0000938077-25-000003 filed by DOLIVER ADVISORS, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 19,806 shares
    Change vs previous 13F not available

    3.24% of the 13F portfolio, value $11,659,396.

    13F-HR 0000938077-25-000002 filed by DOLIVER ADVISORS, LP
    Filed (acceptance time not in the bulk data set), ingested

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