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Disclosery

Farnam Financial LLC: IVV position timeline

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

Farnam Financial LLC held 0 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 0 shares
    Change vs previous 13F -390 shares

    13F-HR 0001754960-26-000606 filed by Farnam Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 390 shares
    Change vs previous 13F +36 shares

    0.21% of the 13F portfolio, value $254,762.

    13F-HR 0001754960-26-000340 filed by Farnam 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 354 shares
    Change vs previous 13F -14 shares

    0.18% of the 13F portfolio, value $242,440.

    13F-HR 0001754960-26-000113 filed by Farnam 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 368 shares
    Change vs previous 13F +1 shares

    0.19% of the 13F portfolio, value $246,109.

    13F-HR 0001754960-25-000706 filed by Farnam 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 367 shares
    Change vs previous 13F -70 shares

    0.2% of the 13F portfolio, value $227,630.

    13F-HR 0001754960-25-000584 filed by Farnam 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 437 shares
    Change vs previous 13F -81 shares

    0.25% of the 13F portfolio, value $245,816.

    13F-HR 0001754960-25-000585 filed by Farnam 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 518 shares
    Change vs previous 13F -63 shares

    0.32% of the 13F portfolio, value $305,013.

    13F-HR 0001754960-25-000586 filed by Farnam 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 581 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $335,281.

    13F-HR 0001754960-25-000587 filed by Farnam Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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