Elm3 Financial Group, LLC: IVV position timeline

Elm3 Financial Group, LLC held 659 IVV shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

1. period ended2026-09-30

   13F 659 shares

   Change vs previous 13F +58 shares

   0.34% of the 13F portfolio, value $504,884.

   13F-HR 0002011201-26-000005 filed by Elm3 Financial Group, LLC
   Accepted 2026-10-07 17:34:47 UTC, ingested 2026-10-07 17:35:30 UTC

2. period ended2026-06-30

   13F 601 shares

   Change vs previous 13F -20 shares

   0.31% of the 13F portfolio, value $450,263.

   13F-HR 0002011201-26-000003 filed by Elm3 Financial Group, LLC
   Filed 2026-07-29 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

3. period ended2026-03-31

   13F 621 shares

   Change vs previous 13F -28 shares

   0.34% of the 13F portfolio, value $405,796.

   13F-HR 0002011201-26-000002 filed by Elm3 Financial Group, LLC
   Filed 2026-04-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

4. period ended2025-12-31

   13F 649 shares

   Change vs previous 13F -242 shares

   0.37% of the 13F portfolio, value $444,682.

   13F-HR 0002011201-26-000001 filed by Elm3 Financial Group, LLC
   Filed 2026-01-22 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

5. period ended2025-09-30

   13F 891 shares

   Change vs previous 13F -26 shares

   0.49% of the 13F portfolio, value $596,494.

   13F-HR 0002011201-25-000005 filed by Elm3 Financial Group, LLC
   Filed 2025-10-21 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

6. period ended2025-06-30

   13F 917 shares

   Change vs previous 13F -202 shares

   0.47% of the 13F portfolio, value $569,498.

   13F-HR 0002011201-25-000002 filed by Elm3 Financial Group, LLC
   Filed 2025-07-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

7. period ended2025-03-31

   13F 1,119 shares

   Change vs previous 13F -270 shares

   0.55% of the 13F portfolio, value $628,883.

   13F-HR 0002011201-25-000001 filed by Elm3 Financial Group, LLC
   Filed 2025-05-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

8. period ended2024-12-31

   13F 1,389 shares

   Change vs previous 13F not available

   0.7% of the 13F portfolio, value $817,795.

   13F-HR 0001667731-25-000138 filed by Elm3 Financial Group, LLC
   Filed 2025-01-27 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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