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Disclosery

Ellenbecker Investment Group: IVV position timeline

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

Ellenbecker Investment Group held 281,564 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 281,564 shares
    Change vs previous 13F -4,268 shares

    24.51% of the 13F portfolio, value $210,861,023.

    13F-HR 0001731497-26-000005 filed by Ellenbecker Investment Group
    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 285,832 shares
    Change vs previous 13F +4,394 shares

    25.13% of the 13F portfolio, value $186,708,794.

    13F-HR 0001731497-26-000002 filed by Ellenbecker Investment Group
    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 281,438 shares
    Change vs previous 13F -8,581 shares

    26.97% of the 13F portfolio, value $192,768,609.

    13F-HR 0001731497-26-000001 filed by Ellenbecker Investment Group
    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 290,019 shares
    Change vs previous 13F -11,493 shares

    28.64% of the 13F portfolio, value $194,110,101.

    13F-HR 0001731497-25-000007 filed by Ellenbecker Investment Group
    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 301,512 shares
    Change vs previous 13F -33,320 shares

    30.24% of the 13F portfolio, value $187,209,252.

    13F-HR 0001731497-25-000004 filed by Ellenbecker Investment Group
    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 334,832 shares
    Change vs previous 13F -30,194 shares

    33.81% of the 13F portfolio, value $188,142,420.

    13F-HR 0001731497-25-000003 filed by Ellenbecker Investment Group
    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 365,026 shares
    Change vs previous 13F -20,165 shares

    38.43% of the 13F portfolio, value $214,883,884.

    13F-HR 0001731497-25-000001 filed by Ellenbecker Investment Group
    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 385,191 shares
    Change vs previous 13F not available

    41.99% of the 13F portfolio, value $222,186,355.

    13F-HR 0001731497-24-000006 filed by Ellenbecker Investment Group
    Filed (acceptance time not in the bulk data set), ingested

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