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Eley Financial Management, Inc: IVV position timeline

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

Eley Financial Management, Inc held 42,102 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 42,102 shares
    Change vs previous 13F +4,114 shares

    10.21% of the 13F portfolio, value $31,529,392.

    13F-HR 0001965267-26-000005 filed by Eley Financial Management, 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/A 37,988 shares
    Change vs previous 13F -1,360 shares

    8.96% of the 13F portfolio, value $24,813,815.

    13F-HR/A 0001965267-26-000003 filed by Eley Financial Management, 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 39,348 shares
    Change vs previous 13F +406 shares

    9.68% of the 13F portfolio, value $26,950,677.

    13F-HR 0001965267-26-000001 filed by Eley Financial Management, 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 38,942 shares
    Change vs previous 13F +309 shares

    9.39% of the 13F portfolio, value $26,063,881.

    13F-HR 0001965267-25-000007 filed by Eley Financial Management, 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 38,633 shares
    Change vs previous 13F +2,625 shares

    9.21% of the 13F portfolio, value $23,987,230.

    13F-HR 0001965267-25-000004 filed by Eley Financial Management, 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 36,008 shares
    Change vs previous 13F -30 shares

    8.14% of the 13F portfolio, value $20,300,590.

    13F-HR 0001965267-25-000002 filed by Eley Financial Management, 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 36,038 shares
    Change vs previous 13F +1,323 shares

    8.27% of the 13F portfolio, value $21,214,850.

    13F-HR 0001965267-25-000001 filed by Eley Financial Management, 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 34,715 shares
    Change vs previous 13F not available

    8.06% of the 13F portfolio, value $20,024,306.

    13F-HR 0001965267-24-000004 filed by Eley Financial Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

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