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Disclosery

Dupree Financial Group, LLC: IVV position timeline

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

Dupree Financial Group, LLC held 391 IVV shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 391 shares
    Change vs previous 13F +6 shares

    0.11% of the 13F portfolio, value $299,650.

    13F-HR 0002085853-26-001130 filed by Dupree Financial Group, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 385 shares
    Change vs previous 13F -1 shares

    0.11% of the 13F portfolio, value $288,520.

    13F-HR 0002085853-26-000808 filed by Dupree Financial Group, LLC
    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 386 shares
    Change vs previous 13F +6 shares

    0.1% of the 13F portfolio, value $252,312.

    13F-HR 0002085853-26-000464 filed by Dupree Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 380 shares
    Change vs previous 13F +12 shares

    0.09% of the 13F portfolio, value $260,458.

    13F-HR 0001989251-26-000001 filed by Dupree Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 368 shares
    Change vs previous 13F +12 shares

    0.09% of the 13F portfolio, value $246,479.

    13F-HR 0001989251-25-000002 filed by Dupree Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 356 shares
    Change vs previous 13F -56 shares

    0.09% of the 13F portfolio, value $221,204.

    13F-HR 0001085146-25-004308 filed by Dupree Financial Group, LLC
    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 412 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $231,420.

    13F-HR 0001085146-25-002469 filed by Dupree Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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