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Eaton Financial Holdings Company, LLC: IVV position timeline

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

Eaton Financial Holdings Company, LLC held 5,861 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,861 shares
    Change vs previous 13F -10 shares

    1.21% of the 13F portfolio, value $4,389,205.

    13F-HR 0002085853-26-000933 filed by Eaton Financial Holdings Company, 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 5,871 shares
    Change vs previous 13F -1,062 shares

    1.26% of the 13F portfolio, value $3,834,930.

    13F-HR 0002085853-26-000379 filed by Eaton Financial Holdings Company, 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 6,933 shares
    Change vs previous 13F -605 shares

    1.28% of the 13F portfolio, value $4,748,843.

    13F-HR 0002085853-26-000226 filed by Eaton Financial Holdings Company, 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 7,538 shares
    Change vs previous 13F -1,691 shares

    1.42% of the 13F portfolio, value $5,045,476.

    13F-HR 0002085853-25-000285 filed by Eaton Financial Holdings Company, 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 9,229 shares
    Change vs previous 13F -5,412 shares

    1.76% of the 13F portfolio, value $5,730,052.

    13F-HR 0001667731-25-000806 filed by Eaton Financial Holdings Company, 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 14,641 shares
    Change vs previous 13F -2,100 shares

    3.41% of the 13F portfolio, value $8,226,760.

    13F-HR 0001667731-25-000621 filed by Eaton Financial Holdings Company, 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 16,741 shares
    Change vs previous 13F -280 shares

    3.79% of the 13F portfolio, value $9,855,088.

    13F-HR 0001667731-25-000234 filed by Eaton Financial Holdings Company, 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 17,021 shares
    Change vs previous 13F not available

    4% of the 13F portfolio, value $9,818,332.

    13F-HR 0001972322-24-000003 filed by Eaton Financial Holdings Company, LLC
    Filed (acceptance time not in the bulk data set), ingested

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