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Disclosery

Equita Financial Network, Inc.: IVV position timeline

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

Equita Financial Network, Inc. held 484 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 484 shares
    Change vs previous 13F -28 shares

    0.1% of the 13F portfolio, value $362,463.

    13F-HR 0002063364-26-000228 filed by Equita Financial Network, Inc.
    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 512 shares
    Change vs previous 13F -213 shares

    0.11% of the 13F portfolio, value $334,444.

    13F-HR 0002063364-26-000116 filed by Equita Financial Network, Inc.
    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 725 shares
    Change vs previous 13F -224 shares

    0.15% of the 13F portfolio, value $496,582.

    13F-HR 0002063364-26-000037 filed by Equita Financial Network, Inc.
    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 949 shares
    Change vs previous 13F +201 shares

    0.21% of the 13F portfolio, value $634,944.

    13F-HR 0002063364-25-000260 filed by Equita Financial Network, Inc.
    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 748 shares
    Change vs previous 13F -12,971 shares

    0.18% of the 13F portfolio, value $464,433.

    13F-HR 0002063364-25-000177 filed by Equita Financial Network, Inc.
    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 13,719 shares
    Change vs previous 13F -257 shares

    2.69% of the 13F portfolio, value $7,708,706.

    13F-HR 0002063364-25-000043 filed by Equita Financial Network, Inc.
    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 13,976 shares
    Change vs previous 13F -42 shares

    2.97% of the 13F portfolio, value $8,227,392.

    13F-HR 0001994461-25-000003 filed by Equita Financial Network, Inc.
    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 14,018 shares
    Change vs previous 13F not available

    2.95% of the 13F portfolio, value $8,086,000.

    13F-HR 0001994461-24-000011 filed by Equita Financial Network, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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