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FINANCIAL CONSULATE, INC: IVV position timeline

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

FINANCIAL CONSULATE, INC held 3,932 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,932 shares
    Change vs previous 13F -18 shares

    0.33% of the 13F portfolio, value $2,944,445.

    13F-HR 0001624510-26-000004 filed by FINANCIAL CONSULATE, INC
    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 3,950 shares
    Change vs previous 13F +177 shares

    0.32% of the 13F portfolio, value $2,580,004.

    13F-HR 0001624510-26-000003 filed by FINANCIAL CONSULATE, INC
    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 3,773 shares
    Change vs previous 13F -42 shares

    0.35% of the 13F portfolio, value $2,584,084.

    13F-HR 0001624510-26-000001 filed by FINANCIAL CONSULATE, INC
    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 3,815 shares
    Change vs previous 13F -52 shares

    0.36% of the 13F portfolio, value $2,553,176.

    13F-HR 0001624510-25-000009 filed by FINANCIAL CONSULATE, INC
    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 3,867 shares
    Change vs previous 13F -137 shares

    0.47% of the 13F portfolio, value $2,400,821.

    13F-HR 0001624510-25-000006 filed by FINANCIAL CONSULATE, INC
    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 4,004 shares
    Change vs previous 13F -384 shares

    0.57% of the 13F portfolio, value $2,249,657.

    13F-HR 0001624510-25-000005 filed by FINANCIAL CONSULATE, INC
    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 4,388 shares
    Change vs previous 13F -142 shares

    0.69% of the 13F portfolio, value $2,582,916.

    13F-HR 0001624510-25-000002 filed by FINANCIAL CONSULATE, INC
    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 4,530 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $2,612,774.

    13F-HR 0001624510-24-000008 filed by FINANCIAL CONSULATE, INC
    Filed (acceptance time not in the bulk data set), ingested

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