Skip to content
Disclosery

Eldridge Investment Advisors, Inc.: IVV position timeline

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

Eldridge Investment Advisors, Inc. held 39,389 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 39,389 shares
    Change vs previous 13F +365 shares

    5.84% of the 13F portfolio, value $29,497,762.

    13F-HR 0001727993-26-000007 filed by Eldridge Investment Advisors, Inc.
    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 39,024 shares
    Change vs previous 13F -511 shares

    5.59% of the 13F portfolio, value $25,490,574.

    13F-HR 0001727993-26-000004 filed by Eldridge Investment Advisors, Inc.
    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 39,535 shares
    Change vs previous 13F -349 shares

    5.96% of the 13F portfolio, value $27,079,156.

    13F-HR 0001727993-26-000002 filed by Eldridge Investment Advisors, Inc.
    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 39,884 shares
    Change vs previous 13F -16,701 shares

    6.08% of the 13F portfolio, value $26,694,561.

    13F-HR 0001727993-25-000011 filed by Eldridge Investment Advisors, Inc.
    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 56,585 shares
    Change vs previous 13F -237 shares

    7.35% of the 13F portfolio, value $35,133,525.

    13F-HR 0001727993-25-000009 filed by Eldridge Investment Advisors, Inc.
    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 56,822 shares
    Change vs previous 13F -2,403 shares

    7.35% of the 13F portfolio, value $31,928,463.

    13F-HR 0001727993-25-000006 filed by Eldridge Investment Advisors, Inc.
    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 59,225 shares
    Change vs previous 13F -1,174 shares

    8.11% of the 13F portfolio, value $34,865,000.

    13F-HR 0001727993-25-000002 filed by Eldridge Investment Advisors, Inc.
    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 60,399 shares
    Change vs previous 13F not available

    8.18% of the 13F portfolio, value $34,839,000.

    13F-HR 0001727993-24-000008 filed by Eldridge Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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