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Emerald Advisors, LLC: IVV position timeline

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

Emerald Advisors, LLC held 17,224 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,224 shares
    Change vs previous 13F +874 shares

    1.62% of the 13F portfolio, value $12,898,837.

    13F-HR 0001802611-26-000003 filed by Emerald 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 16,350 shares
    Change vs previous 13F +2,372 shares

    1.33% of the 13F portfolio, value $10,679,692.

    13F-HR 0001802611-26-000002 filed by Emerald 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 13,978 shares
    Change vs previous 13F +1,700 shares

    1.3% of the 13F portfolio, value $9,573,879.

    13F-HR 0001802611-26-000001 filed by Emerald 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 12,278 shares
    Change vs previous 13F +360 shares

    1.09% of the 13F portfolio, value $8,217,641.

    13F-HR 0001802611-25-000002 filed by Emerald 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 11,918 shares
    Change vs previous 13F +512 shares

    0.95% of the 13F portfolio, value $7,399,707.

    13F-HR 0001085146-25-003957 filed by Emerald 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 11,406 shares
    Change vs previous 13F +241 shares

    0.85% of the 13F portfolio, value $6,409,012.

    13F-HR 0001085146-25-002345 filed by Emerald 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 11,165 shares
    Change vs previous 13F +148 shares

    0.91% of the 13F portfolio, value $6,572,454.

    13F-HR 0001085146-25-000682 filed by Emerald 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 11,017 shares
    Change vs previous 13F not available

    0.94% of the 13F portfolio, value $6,472,063.

    13F-HR 0001085146-24-005245 filed by Emerald Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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