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FIDUCIENT ADVISORS LLC: IVV position timeline

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

FIDUCIENT ADVISORS LLC held 96,974 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 96,974 shares
    Change vs previous 13F -2,801 shares

    10.4% of the 13F portfolio, value $72,623,182.

    13F-HR 0001172661-26-003177 filed by FIDUCIENT 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 99,775 shares
    Change vs previous 13F -15,625 shares

    8.52% of the 13F portfolio, value $65,173,950.

    13F-HR 0001172661-26-001640 filed by FIDUCIENT 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 115,400 shares
    Change vs previous 13F +14,985 shares

    9.8% of the 13F portfolio, value $79,041,738.

    13F-HR 0001172661-26-000553 filed by FIDUCIENT 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 100,415 shares
    Change vs previous 13F +1,064 shares

    7.85% of the 13F portfolio, value $67,208,043.

    13F-HR 0001172661-25-004495 filed by FIDUCIENT 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 99,351 shares
    Change vs previous 13F +2,207 shares

    7.55% of the 13F portfolio, value $61,687,123.

    13F-HR 0001172661-25-003085 filed by FIDUCIENT 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 97,144 shares
    Change vs previous 13F -25,587 shares

    6.82% of the 13F portfolio, value $54,585,757.

    13F-HR 0001172661-25-002144 filed by FIDUCIENT 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 122,731 shares
    Change vs previous 13F -15,511 shares

    8.92% of the 13F portfolio, value $72,249,413.

    13F-HR 0001172661-25-000779 filed by FIDUCIENT 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 138,242 shares
    Change vs previous 13F not available

    9.21% of the 13F portfolio, value $79,740,774.

    13F-HR 0001172661-24-004368 filed by FIDUCIENT ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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