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E&G Advisors, LLC: IVV position timeline

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

E&G Advisors, LLC held 2,215 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,215 shares
    Change vs previous 13F -110 shares

    0.32% of the 13F portfolio, value $1,658,791.

    13F-HR 0001754960-26-000618 filed by E&G Advisors, 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 2,325 shares
    Change vs previous 13F -2 shares

    0.34% of the 13F portfolio, value $1,518,713.

    13F-HR 0001062993-26-002064 filed by E&G Advisors, 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 2,327 shares
    Change vs previous 13F -11 shares

    0.36% of the 13F portfolio, value $1,593,855.

    13F-HR 0001062993-26-000402 filed by E&G Advisors, 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 2,338 shares
    Change vs previous 13F +90 shares

    0.36% of the 13F portfolio, value $1,564,823.

    13F-HR 0001062993-25-016226 filed by E&G Advisors, 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 2,248 shares
    Change vs previous 13F -123 shares

    0.36% of the 13F portfolio, value $1,395,783.

    13F-HR 0001062993-25-012836 filed by E&G Advisors, 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 2,371 shares
    Change vs previous 13F -205 shares

    0.38% of the 13F portfolio, value $1,332,265.

    13F-HR 0001062993-25-007803 filed by E&G Advisors, 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 2,576 shares
    Change vs previous 13F 0 shares

    0.41% of the 13F portfolio, value $1,516,440.

    13F-HR 0001062993-25-001091 filed by E&G Advisors, 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 2,576 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $1,485,888.

    13F-HR 0001062993-24-017783 filed by E&G Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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