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Disclosery

Financial Symmetry Inc: IVV position timeline

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

Financial Symmetry Inc held 3,452 IVV shares at 2026-09-30 per its 13F-HR filed 2026-10-06.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 3,452 shares
    Change vs previous 13F +1 shares

    0.84% of the 13F portfolio, value $2,643,701.

    13F-HR 0002004843-26-000006 filed by Financial Symmetry Inc
    Accepted , ingested

  2. period ended2026-06-30
    13F 3,451 shares
    Change vs previous 13F +1 shares

    0.86% of the 13F portfolio, value $2,584,372.

    13F-HR 0002004843-26-000005 filed by Financial Symmetry Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 3,450 shares
    Change vs previous 13F +160 shares

    0.89% of the 13F portfolio, value $2,491,125.

    13F-HR 0002004843-26-000002 filed by Financial Symmetry Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 3,290 shares
    Change vs previous 13F -35 shares

    0.92% of the 13F portfolio, value $2,253,213.

    13F-HR 0002004843-26-000001 filed by Financial Symmetry Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 3,325 shares
    Change vs previous 13F -4 shares

    1% of the 13F portfolio, value $2,225,684.

    13F-HR 0002004843-25-000005 filed by Financial Symmetry Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 3,329 shares
    Change vs previous 13F -45 shares

    1.07% of the 13F portfolio, value $2,066,717.

    13F-HR 0002004843-25-000004 filed by Financial Symmetry Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 3,374 shares
    Change vs previous 13F +480 shares

    1.16% of the 13F portfolio, value $1,895,648.

    13F-HR 0002004843-25-000002 filed by Financial Symmetry Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 2,894 shares
    Change vs previous 13F not available

    1.15% of the 13F portfolio, value $1,703,795.

    13F-HR 0002004843-25-000001 filed by Financial Symmetry Inc
    Filed (acceptance time not in the bulk data set), ingested

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