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Disclosery

Fiduciary Alliance LLC: IVV position timeline

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

Fiduciary Alliance LLC held 4,457 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,457 shares
    Change vs previous 13F +348 shares

    0.23% of the 13F portfolio, value $3,337,662.

    13F-HR 0001954805-26-000004 filed by Fiduciary Alliance 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 4,109 shares
    Change vs previous 13F +1,308 shares

    0.17% of the 13F portfolio, value $2,889,077.

    13F-HR 0001954805-26-000003 filed by Fiduciary Alliance 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 2,801 shares
    Change vs previous 13F +452 shares

    0.13% of the 13F portfolio, value $1,918,672.

    13F-HR 0001954805-26-000001 filed by Fiduciary Alliance 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 2,349 shares
    Change vs previous 13F +59 shares

    0.11% of the 13F portfolio, value $1,571,875.

    13F-HR 0001954805-25-000008 filed by Fiduciary Alliance 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 2,290 shares
    Change vs previous 13F +904 shares

    0.11% of the 13F portfolio, value $1,422,005.

    13F-HR 0001954805-25-000004 filed by Fiduciary Alliance 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 1,386 shares
    Change vs previous 13F +171 shares

    0.08% of the 13F portfolio, value $778,524.

    13F-HR 0001954805-25-000003 filed by Fiduciary Alliance 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 1,215 shares
    Change vs previous 13F +220 shares

    0.07% of the 13F portfolio, value $715,532.

    13F-HR 0001954805-25-000002 filed by Fiduciary Alliance 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 995 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $573,787.

    13F-HR 0001954805-24-000006 filed by Fiduciary Alliance LLC
    Filed (acceptance time not in the bulk data set), ingested

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