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Financial Security Advisor, Inc.: IVV position timeline

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

Financial Security Advisor, Inc. held 929 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 929 shares
    Change vs previous 13F +18 shares

    0.11% of the 13F portfolio, value $695,447.

    13F-HR 0001997602-26-000003 filed by Financial Security Advisor, 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 911 shares
    Change vs previous 13F +2 shares

    0.11% of the 13F portfolio, value $595,262.

    13F-HR 0001997602-26-000002 filed by Financial Security Advisor, 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 909 shares
    Change vs previous 13F +164 shares

    0.12% of the 13F portfolio, value $622,539.

    13F-HR 0001997602-26-000001 filed by Financial Security Advisor, 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 745 shares
    Change vs previous 13F +1 shares

    0.11% of the 13F portfolio, value $498,781.

    13F-HR 0001997602-25-000006 filed by Financial Security Advisor, 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 744 shares
    Change vs previous 13F +2 shares

    0.11% of the 13F portfolio, value $461,836.

    13F-HR 0001997602-25-000003 filed by Financial Security Advisor, 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 742 shares
    Change vs previous 13F -192 shares

    0.11% of the 13F portfolio, value $417,130.

    13F-HR 0001997602-25-000002 filed by Financial Security Advisor, 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 934 shares
    Change vs previous 13F -67 shares

    0.14% of the 13F portfolio, value $549,809.

    13F-HR 0001997602-25-000001 filed by Financial Security Advisor, 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 1,001 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $577,155.

    13F-HR 0001997602-24-000005 filed by Financial Security Advisor, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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