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Disclosery

Ellis Investment Partners, LLC: IVV position timeline

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

Ellis Investment Partners, LLC held 6,894 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 6,894 shares
    Change vs previous 13F -18 shares

    0.78% of the 13F portfolio, value $5,163,437.

    13F-HR 0001172661-26-003100 filed by Ellis Investment Partners, 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 6,912 shares
    Change vs previous 13F -24 shares

    0.78% of the 13F portfolio, value $4,515,283.

    13F-HR 0001172661-26-001722 filed by Ellis Investment Partners, 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 6,936 shares
    Change vs previous 13F -604 shares

    0.83% of the 13F portfolio, value $4,750,947.

    13F-HR 0001172661-26-000417 filed by Ellis Investment Partners, 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 7,540 shares
    Change vs previous 13F -134 shares

    0.91% of the 13F portfolio, value $5,046,827.

    13F-HR 0001172661-25-004372 filed by Ellis Investment Partners, 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 7,674 shares
    Change vs previous 13F -185 shares

    0.93% of the 13F portfolio, value $4,764,726.

    13F-HR 0001172661-25-002737 filed by Ellis Investment Partners, 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 7,859 shares
    Change vs previous 13F -212 shares

    0.91% of the 13F portfolio, value $4,416,061.

    13F-HR 0001172661-25-001532 filed by Ellis Investment Partners, 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 8,071 shares
    Change vs previous 13F +175 shares

    0.94% of the 13F portfolio, value $4,751,137.

    13F-HR 0001172661-25-000424 filed by Ellis Investment Partners, 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 7,896 shares
    Change vs previous 13F not available

    0.89% of the 13F portfolio, value $4,554,417.

    13F-HR 0001172661-24-004354 filed by Ellis Investment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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