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Simply Money Advisors: IVV position timeline

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

Simply Money Advisors held 475,092 IVV shares at 2018-03-31 per its 13F-HR filed 2018-04-17.

the latest 13F is the newest step

  1. period ended2018-03-31
    13F 475,092 shares
    Change vs previous 13F -56,807 shares

    17.74% of the 13F portfolio, value $126,075,000.

    13F-HR 0001580642-18-002094 filed by Simply Money Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2017-12-31
    13F 531,899 shares
    Change vs previous 13F +10,932 shares

    18.47% of the 13F portfolio, value $143,001,000.

    13F-HR 0001580642-18-000155 filed by Simply Money Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2017-09-30
    13F 520,967 shares
    Change vs previous 13F +11,475 shares

    17.44% of the 13F portfolio, value $131,768,000.

    13F-HR 0001580642-17-005599 filed by Simply Money Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2017-06-30
    13F 509,492 shares
    Change vs previous 13F +18,759 shares

    16.92% of the 13F portfolio, value $124,015,000.

    13F-HR 0001580642-17-003938 filed by Simply Money Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2017-03-31
    13F 490,733 shares
    Change vs previous 13F not available

    16.29% of the 13F portfolio, value $116,436,000.

    13F-HR 0001580642-17-002433 filed by Simply Money Advisors
    Filed (acceptance time not in the bulk data set), ingested

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