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Disclosery

Embree Financial Group: IVV position timeline

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

Embree Financial Group held 63,006 IVV 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 63,006 shares
    Change vs previous 13F +36,904 shares

    4.73% of the 13F portfolio, value $47,184,308.

    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 26,102 shares
    Change vs previous 13F +7,012 shares

    2.01% of the 13F portfolio, value $17,050,340.

    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 19,090 shares
    Change vs previous 13F +5,088 shares

    1.61% of the 13F portfolio, value $13,075,243.

    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 14,002 shares
    Change vs previous 13F +4,599 shares

    1.26% of the 13F portfolio, value $9,371,602.

    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 9,403 shares
    Change vs previous 13F +6,626 shares

    0.88% of the 13F portfolio, value $5,838,410.

    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 2,777 shares
    Change vs previous 13F +432 shares

    0.26% of the 13F portfolio, value $1,560,131.

    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 2,345 shares
    Change vs previous 13F +10 shares

    0.24% of the 13F portfolio, value $1,380,353.

    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 2,335 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $1,346,672.

    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).