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Disclosery

Fiduciary Group, LLC: IVV position timeline

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

Fiduciary Group, LLC held 9,328 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,328 shares
    Change vs previous 13F -235 shares

    0.55% of the 13F portfolio, value $6,985,295.

    13F-HR 0001645890-26-000003 filed by Fiduciary Group, 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 9,563 shares
    Change vs previous 13F -11 shares

    0.53% of the 13F portfolio, value $6,246,889.

    13F-HR 0001645890-26-000002 filed by Fiduciary Group, 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 9,574 shares
    Change vs previous 13F +1,421 shares

    0.55% of the 13F portfolio, value $6,557,757.

    13F-HR 0001645890-26-000001 filed by Fiduciary Group, 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 8,153 shares
    Change vs previous 13F +19 shares

    0.48% of the 13F portfolio, value $5,456,799.

    13F-HR 0001645890-25-000013 filed by Fiduciary Group, 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 8,134 shares
    Change vs previous 13F -290 shares

    0.48% of the 13F portfolio, value $5,050,294.

    13F-HR 0001645890-25-000004 filed by Fiduciary Group, 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 8,424 shares
    Change vs previous 13F -19 shares

    0.47% of the 13F portfolio, value $4,733,254.

    13F-HR 0001645890-25-000003 filed by Fiduciary Group, 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 8,443 shares
    Change vs previous 13F -399 shares

    0.5% of the 13F portfolio, value $4,970,513.

    13F-HR 0001645890-25-000001 filed by Fiduciary Group, 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 8,842 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $5,100,411.

    13F-HR 0001645890-24-000006 filed by Fiduciary Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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