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FIDUCIARY FAMILY OFFICE, LLC: IVOO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FIDUCIARY FAMILY OFFICE, LLC on IVOO, newest first. How the timeline and the estimate are built.

FIDUCIARY FAMILY OFFICE, LLC held 3,190 IVOO shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,190 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $415,976.

    13F-HR 0001172661-26-003069 filed by FIDUCIARY FAMILY OFFICE, 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 3,190 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $364,681.

    13F-HR 0001172661-26-001820 filed by FIDUCIARY FAMILY OFFICE, 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 3,190 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $356,642.

    13F-HR 0001172661-26-000576 filed by FIDUCIARY FAMILY OFFICE, 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 3,190 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $352,112.

    13F-HR 0001172661-25-004471 filed by FIDUCIARY FAMILY OFFICE, 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 3,190 shares
    Change vs previous 13F -1,460 shares

    0.11% of the 13F portfolio, value $334,886.

    13F-HR 0001172661-25-002801 filed by FIDUCIARY FAMILY OFFICE, 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 4,650 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $458,955.

    13F-HR 0001172661-25-001679 filed by FIDUCIARY FAMILY OFFICE, LLC
    Filed (acceptance time not in the bulk data set), ingested

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