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Disclosery

Fairman Group, LLC: IVV position timeline

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

Fairman Group, LLC held 44,116 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 44,116 shares
    Change vs previous 13F -93 shares

    25.95% of the 13F portfolio, value $33,038,290.

    13F-HR 0002016719-26-000005 filed by Fairman Group, 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 44,209 shares
    Change vs previous 13F +2,162 shares

    24.69% of the 13F portfolio, value $28,877,490.

    13F-HR 0002016719-26-000004 filed by Fairman Group, 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 42,047 shares
    Change vs previous 13F +535 shares

    23.01% of the 13F portfolio, value $28,799,414.

    13F-HR 0002016719-26-000003 filed by Fairman Group, 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 41,512 shares
    Change vs previous 13F +3,389 shares

    22.38% of the 13F portfolio, value $27,784,182.

    13F-HR 0002016719-25-000005 filed by Fairman Group, 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 38,123 shares
    Change vs previous 13F +10,295 shares

    19.47% of the 13F portfolio, value $23,670,694.

    13F-HR 0002016719-25-000004 filed by Fairman Group, 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 27,828 shares
    Change vs previous 13F +2,838 shares

    13.4% of the 13F portfolio, value $14,613,754.

    13F-HR 0002016719-25-000003 filed by Fairman Group, 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 24,990 shares
    Change vs previous 13F +1,091 shares

    12.11% of the 13F portfolio, value $14,710,886.

    13F-HR 0002016719-25-000001 filed by Fairman Group, 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 23,899 shares
    Change vs previous 13F not available

    12.45% of the 13F portfolio, value $13,785,222.

    13F-HR 0002016719-24-000005 filed by Fairman Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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