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Financial Life Planners: IVV position timeline

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

Financial Life Planners held 43,893 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 43,893 shares
    Change vs previous 13F +1,786 shares

    21.12% of the 13F portfolio, value $32,870,868.

    13F-HR 0002053368-26-000003 filed by Financial Life Planners
    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 42,107 shares
    Change vs previous 13F +173 shares

    21.09% of the 13F portfolio, value $27,504,934.

    13F-HR 0002053368-26-000002 filed by Financial Life Planners
    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 41,934 shares
    Change vs previous 13F +942 shares

    20.62% of the 13F portfolio, value $28,722,404.

    13F-HR 0002053368-26-000001 filed by Financial Life Planners
    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 40,992 shares
    Change vs previous 13F +1,552 shares

    18.43% of the 13F portfolio, value $27,435,832.

    13F-HR 0002053368-25-000005 filed by Financial Life Planners
    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 39,440 shares
    Change vs previous 13F +2,965 shares

    19.92% of the 13F portfolio, value $24,488,396.

    13F-HR 0002053368-25-000004 filed by Financial Life Planners
    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 36,475 shares
    Change vs previous 13F -159 shares

    19.95% of the 13F portfolio, value $20,495,271.

    13F-HR 0002053368-25-000002 filed by Financial Life Planners
    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 36,634 shares
    Change vs previous 13F not available

    18.08% of the 13F portfolio, value $21,577,042.

    13F-HR 0002053368-25-000001 filed by Financial Life Planners
    Filed (acceptance time not in the bulk data set), ingested

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