Skip to content
Disclosery

FIDUCIARY FINANCIAL ADVISORS: IVV position timeline

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

FIDUCIARY FINANCIAL ADVISORS held 16,956 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 16,956 shares
    Change vs previous 13F +12,560 shares

    1.29% of the 13F portfolio, value $12,687,975.

    13F-HR 0001420506-26-001640 filed by FIDUCIARY FINANCIAL ADVISORS
    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 4,396 shares
    Change vs previous 13F not available

    2.56% of the 13F portfolio, value $2,869,978.

    13F-HR 0001420506-26-000829 filed by FIDUCIARY FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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