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Disclosery

Financial Advisors, LLC: IVV position timeline

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

Financial Advisors, LLC held 2,771 IVV shares at 2025-09-30 per its 13F-HR filed 2025-11-07.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 2,771 shares
    Change vs previous 13F 0 shares

    0.33% of the 13F portfolio, value $1,854,630.

    13F-HR 0001951757-25-001314 filed by Financial 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 ended2025-06-30
    13F 2,771 shares
    Change vs previous 13F -27 shares

    0.32% of the 13F portfolio, value $1,720,514.

    13F-HR 0001951757-25-000999 filed by Financial 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 ended2025-03-31
    13F 2,798 shares
    Change vs previous 13F -36 shares

    0.31% of the 13F portfolio, value $1,572,196.

    13F-HR 0001951757-25-000500 filed by Financial 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 ended2024-12-31
    13F 2,834 shares
    Change vs previous 13F 0 shares

    0.32% of the 13F portfolio, value $1,668,319.

    13F-HR 0001951757-25-000043 filed by Financial 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 ended2024-09-30
    13F 2,834 shares
    Change vs previous 13F +191 shares

    0.31% of the 13F portfolio, value $1,634,708.

    13F-HR 0001951757-24-001057 filed by Financial 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 ended2024-06-30
    13F 2,643 shares
    Change vs previous 13F -11 shares

    0.3% of the 13F portfolio, value $1,446,329.

    13F-HR 0001951757-24-000513 filed by Financial 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 ended2024-03-31
    13F 2,654 shares
    Change vs previous 13F +289 shares

    0.29% of the 13F portfolio, value $1,395,287.

    13F-HR 0001951757-24-000438 filed by Financial 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 ended2023-12-31
    13F 2,365 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $1,129,595.

    13F-HR 0001951757-24-000208 filed by Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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