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Farther Finance Advisors, LLC: IVV position timeline

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

Farther Finance Advisors, LLC held 947,354 IVV shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 947,354 shares
    Change vs previous 13F +33,384 shares

    5.14% of the 13F portfolio, value $725,531,804.

    13F-HR 0001992825-26-000006 filed by Farther Finance Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 913,970 shares
    Change vs previous 13F +67,755 shares

    5.36% of the 13F portfolio, value $684,446,781.

    13F-HR 0001992825-26-000004 filed by Farther Finance Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 846,215 shares
    Change vs previous 13F +86,354 shares

    5.27% of the 13F portfolio, value $556,856,985.

    13F-HR 0001992825-26-000003 filed by Farther Finance Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 759,861 shares
    Change vs previous 13F +164,054 shares

    5.59% of the 13F portfolio, value $520,459,160.

    13F-HR 0001992825-26-000001 filed by Farther Finance Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 595,807 shares
    Change vs previous 13F +41,913 shares

    6.03% of the 13F portfolio, value $398,769,382.

    13F-HR 0001992825-25-000010 filed by Farther Finance Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 553,894 shares
    Change vs previous 13F +153,041 shares

    6.89% of the 13F portfolio, value $343,908,808.

    13F-HR 0001992825-25-000006 filed by Farther Finance Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 400,853 shares
    Change vs previous 13F +82,569 shares

    5.77% of the 13F portfolio, value $225,993,137.

    13F-HR 0001992825-25-000004 filed by Farther Finance Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 318,284 shares
    Change vs previous 13F not available

    6.77% of the 13F portfolio, value $187,367,559.

    13F-HR 0001992825-25-000001 filed by Farther Finance Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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