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Fi3 FINANCIAL ADVISORS, LLC: IVV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Fi3 FINANCIAL ADVISORS, LLC on IVV, newest first. How the timeline and the estimate are built.

Fi3 FINANCIAL ADVISORS, LLC held 3,154 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,154 shares
    Change vs previous 13F -73,317 shares

    0.07% of the 13F portfolio, value $301,001.

    13F-HR 0001765380-26-000392 filed by Fi3 FINANCIAL ADVISORS, 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 76,471 shares
    Change vs previous 13F +8,844 shares

    14.42% of the 13F portfolio, value $49,951,683.

    13F-HR 0001765380-26-000182 filed by Fi3 FINANCIAL 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 ended2025-12-31
    13F 67,627 shares
    Change vs previous 13F -1,545 shares

    14.17% of the 13F portfolio, value $46,320,623.

    13F-HR 0001765380-26-000070 filed by Fi3 FINANCIAL 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 ended2025-09-30
    13F 69,172 shares
    Change vs previous 13F -2,951 shares

    15.65% of the 13F portfolio, value $46,296,997.

    13F-HR 0001765380-25-000477 filed by Fi3 FINANCIAL 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 ended2025-06-30
    13F 72,123 shares
    Change vs previous 13F +3,517 shares

    16.15% of the 13F portfolio, value $44,780,970.

    13F-HR 0001765380-25-000372 filed by Fi3 FINANCIAL 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 ended2025-03-31
    13F 68,606 shares
    Change vs previous 13F -1,984 shares

    15.65% of the 13F portfolio, value $38,549,922.

    13F-HR 0001765380-25-000210 filed by Fi3 FINANCIAL 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 ended2024-12-31
    13F 70,590 shares
    Change vs previous 13F -606 shares

    15.56% of the 13F portfolio, value $41,554,764.

    13F-HR 0001765380-25-000076 filed by Fi3 FINANCIAL 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 ended2024-09-30
    13F 71,196 shares
    Change vs previous 13F not available

    16.33% of the 13F portfolio, value $41,067,059.

    13F-HR 0001765380-24-000445 filed by Fi3 FINANCIAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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