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Disclosery

ERn Financial, LLC: IVVB position timeline

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

ERn Financial, LLC held 72,456 IVVB 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 72,456 shares
    Change vs previous 13F +2,776 shares

    0.42% of the 13F portfolio, value $2,509,151.

    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 69,680 shares
    Change vs previous 13F +1,107 shares

    0.42% of the 13F portfolio, value $2,232,547.

    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 68,573 shares
    Change vs previous 13F +7,105 shares

    0.43% of the 13F portfolio, value $2,267,709.

    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 61,468 shares
    Change vs previous 13F +1,284 shares

    0.4% of the 13F portfolio, value $2,011,233.

    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 60,184 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $1,866,306.

    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).