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Disclosery

Financial Council, LLC: IVV position timeline

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

Financial Council, LLC held 8,121 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,121 shares
    Change vs previous 13F -30 shares

    1.97% of the 13F portfolio, value $6,081,739.

    13F-HR 0001883629-26-000005 filed by Financial Council, 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 8,151 shares
    Change vs previous 13F -38 shares

    2.05% of the 13F portfolio, value $5,324,500.

    13F-HR 0001883629-26-000003 filed by Financial Council, 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 8,189 shares
    Change vs previous 13F -26 shares

    2.24% of the 13F portfolio, value $5,608,657.

    13F-HR 0001883629-26-000001 filed by Financial Council, 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 8,215 shares
    Change vs previous 13F -49 shares

    2.44% of the 13F portfolio, value $5,498,470.

    13F-HR 0001883629-25-000004 filed by Financial Council, 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 8,264 shares
    Change vs previous 13F -217 shares

    2.47% of the 13F portfolio, value $5,131,323.

    13F-HR 0001085146-25-003994 filed by Financial Council, 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 8,481 shares
    Change vs previous 13F -322 shares

    2.57% of the 13F portfolio, value $4,765,668.

    13F-HR 0001085146-25-002093 filed by Financial Council, 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 8,803 shares
    Change vs previous 13F -25 shares

    2.67% of the 13F portfolio, value $5,182,365.

    13F-HR 0001085146-25-000849 filed by Financial Council, 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 8,828 shares
    Change vs previous 13F not available

    2.65% of the 13F portfolio, value $5,092,209.

    13F-HR 0001883629-24-000008 filed by Financial Council, LLC
    Filed (acceptance time not in the bulk data set), ingested

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