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Disclosery

Ellsworth Advisors, LLC: IVV position timeline

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

Ellsworth Advisors, LLC held 794 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 794 shares
    Change vs previous 13F +97 shares

    0.1% of the 13F portfolio, value $601,861.

    13F-HR 0001843553-26-000004 filed by Ellsworth Advisors, 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 697 shares
    Change vs previous 13F -19 shares

    0.09% of the 13F portfolio, value $455,172.

    13F-HR 0001843553-26-000003 filed by Ellsworth Advisors, 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 716 shares
    Change vs previous 13F -43 shares

    0.1% of the 13F portfolio, value $497,856.

    13F-HR 0001843553-26-000001 filed by Ellsworth Advisors, 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 759 shares
    Change vs previous 13F -18 shares

    0.11% of the 13F portfolio, value $507,105.

    13F-HR 0001843553-25-000008 filed by Ellsworth Advisors, 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 777 shares
    Change vs previous 13F +46 shares

    0.12% of the 13F portfolio, value $482,237.

    13F-HR 0001843553-25-000007 filed by Ellsworth Advisors, 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 731 shares
    Change vs previous 13F +11 shares

    0.11% of the 13F portfolio, value $410,517.

    13F-HR 0001843553-25-000004 filed by Ellsworth Advisors, 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 720 shares
    Change vs previous 13F +35 shares

    0.11% of the 13F portfolio, value $423,710.

    13F-HR 0001843553-25-000001 filed by Ellsworth Advisors, 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 685 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $395,007.

    13F-HR 0001843553-24-000004 filed by Ellsworth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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