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Disclosery

ERn Financial, LLC: IVV position timeline

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

ERn Financial, LLC held 6,066 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,066 shares
    Change vs previous 13F +6 shares

    0.75% of the 13F portfolio, value $4,543,033.

    13F-HR 0001768302-26-000004 filed by ERn Financial, 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 6,060 shares
    Change vs previous 13F -61 shares

    0.74% of the 13F portfolio, value $3,958,685.

    13F-HR 0001768302-26-000003 filed by ERn Financial, 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 6,121 shares
    Change vs previous 13F +75 shares

    0.79% of the 13F portfolio, value $4,192,761.

    13F-HR 0001768302-26-000001 filed by ERn Financial, 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 6,046 shares
    Change vs previous 13F -479 shares

    0.8% of the 13F portfolio, value $4,046,826.

    13F-HR 0001768302-25-000007 filed by ERn Financial, 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 6,525 shares
    Change vs previous 13F +3,156 shares

    0.85% of the 13F portfolio, value $4,051,491.

    13F-HR 0001768302-25-000004 filed by ERn Financial, 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 3,369 shares
    Change vs previous 13F -348 shares

    0.3% of the 13F portfolio, value $1,893,043.

    13F-HR 0001768302-25-000003 filed by ERn Financial, 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 3,717 shares
    Change vs previous 13F +28 shares

    0.33% of the 13F portfolio, value $2,188,070.

    13F-HR 0001768302-25-000001 filed by ERn Financial, 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 3,689 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $2,127,849.

    13F-HR 0001768302-24-000008 filed by ERn Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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