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Disclosery

Financial Advisory Corp: IVV position timeline

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

Financial Advisory Corp held 178,067 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 178,067 shares
    Change vs previous 13F -5,713 shares

    17.68% of the 13F portfolio, value $133,352,493.

    13F-HR 0002085853-26-000681 filed by Financial Advisory Corp
    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 183,780 shares
    Change vs previous 13F -451 shares

    16.68% of the 13F portfolio, value $120,046,976.

    13F-HR 0002085853-26-000355 filed by Financial Advisory Corp
    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 184,231 shares
    Change vs previous 13F -2,880 shares

    18.35% of the 13F portfolio, value $126,187,213.

    13F-HR 0002085853-26-000103 filed by Financial Advisory Corp
    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 187,111 shares
    Change vs previous 13F -1,329 shares

    18.44% of the 13F portfolio, value $125,233,643.

    13F-HR 0002085853-25-000032 filed by Financial Advisory Corp
    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 188,440 shares
    Change vs previous 13F +1,988 shares

    17.95% of the 13F portfolio, value $117,002,462.

    13F-HR 0001667731-25-000781 filed by Financial Advisory Corp
    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 186,452 shares
    Change vs previous 13F +6,469 shares

    17.34% of the 13F portfolio, value $104,767,216.

    13F-HR 0001667731-25-000419 filed by Financial Advisory Corp
    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 179,983 shares
    Change vs previous 13F not available

    18.49% of the 13F portfolio, value $105,952,427.

    13F-HR 0001667731-25-000315 filed by Financial Advisory Corp
    Filed (acceptance time not in the bulk data set), ingested

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