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Disclosery

Enclave Advisors LLC: IVV position timeline

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

Enclave Advisors LLC held 93,258 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 93,258 shares
    Change vs previous 13F +4,530 shares

    9.1% of the 13F portfolio, value $69,839,997.

    13F-HR 0001754960-26-000518 filed by Enclave 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 88,728 shares
    Change vs previous 13F +1,842 shares

    8.26% of the 13F portfolio, value $57,957,990.

    13F-HR 0001754960-26-000223 filed by Enclave 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 86,886 shares
    Change vs previous 13F +1,757 shares

    8.43% of the 13F portfolio, value $59,511,430.

    13F-HR 0001754960-26-000046 filed by Enclave 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 85,129 shares
    Change vs previous 13F -1,860 shares

    8.7% of the 13F portfolio, value $56,977,107.

    13F-HR 0001754960-25-000665 filed by Enclave 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 86,989 shares
    Change vs previous 13F +1,512 shares

    8.73% of the 13F portfolio, value $54,011,169.

    13F-HR 0001754960-25-000422 filed by Enclave 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 85,477 shares
    Change vs previous 13F -3,641 shares

    8.2% of the 13F portfolio, value $48,029,702.

    13F-HR 0001754960-25-000173 filed by Enclave 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 89,118 shares
    Change vs previous 13F +178 shares

    8.63% of the 13F portfolio, value $52,461,860.

    13F-HR 0001754960-25-000041 filed by Enclave 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 88,940 shares
    Change vs previous 13F not available

    8.7% of the 13F portfolio, value $51,302,438.

    13F-HR 0001754960-24-000567 filed by Enclave Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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