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Disclosery

Embree Financial Group: IVOO position timeline

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

Embree Financial Group held 2,892 IVOO shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,892 shares
    Change vs previous 13F +7 shares

    0.04% of the 13F portfolio, value $377,180.

    13F-HR 0002085853-26-000741 filed by Embree Financial 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 2,885 shares
    Change vs previous 13F +7 shares

    0.04% of the 13F portfolio, value $329,836.

    13F-HR 0002085853-26-000476 filed by Embree Financial 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 2,878 shares
    Change vs previous 13F -48 shares

    0.04% of the 13F portfolio, value $321,713.

    13F-HR 0002085853-26-000033 filed by Embree Financial 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 2,926 shares
    Change vs previous 13F +8 shares

    0.04% of the 13F portfolio, value $322,997.

    13F-HR 0002085853-25-000037 filed by Embree Financial 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 2,918 shares
    Change vs previous 13F +10 shares

    0.05% of the 13F portfolio, value $306,294.

    13F-HR 0001667731-25-000842 filed by Embree Financial 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 2,908 shares
    Change vs previous 13F -187 shares

    0.05% of the 13F portfolio, value $287,065.

    13F-HR 0001667731-25-000496 filed by Embree Financial 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 3,095 shares
    Change vs previous 13F +22 shares

    0.06% of the 13F portfolio, value $326,482.

    13F-HR 0001667731-25-000074 filed by Embree Financial 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 3,073 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $324,643.

    13F-HR 0002020860-24-000004 filed by Embree Financial Group
    Filed (acceptance time not in the bulk data set), ingested

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