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Disclosery

Financial Management, Inc.: IVV position timeline

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

Financial Management, Inc. held 359 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 359 shares
    Change vs previous 13F -12 shares

    0.22% of the 13F portfolio, value $268,523.

    13F-HR 0002143070-26-000003 filed by Financial Management, 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 371 shares
    Change vs previous 13F -14 shares

    0.23% of the 13F portfolio, value $242,085.

    13F-HR 0002143070-26-000002 filed by Financial Management, 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 385 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $263,431.

    13F-HR 0002143070-26-000001 filed by Financial Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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