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Disclosery

FLC Capital Advisors: IVV position timeline

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

FLC Capital Advisors held 8,890 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,890 shares
    Change vs previous 13F -553 shares

    1.09% of the 13F portfolio, value $6,657,632.

    13F-HR 0001713697-26-000004 filed by FLC Capital Advisors
    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 9,443 shares
    Change vs previous 13F +71 shares

    1.12% of the 13F portfolio, value $6,168,262.

    13F-HR 0001713697-26-000003 filed by FLC Capital Advisors
    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 9,372 shares
    Change vs previous 13F -15 shares

    1.19% of the 13F portfolio, value $6,419,258.

    13F-HR 0001713697-26-000002 filed by FLC Capital Advisors
    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 9,387 shares
    Change vs previous 13F -35 shares

    1.22% of the 13F portfolio, value $6,282,719.

    13F-HR 0001713697-25-000005 filed by FLC Capital Advisors
    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 9,422 shares
    Change vs previous 13F -367 shares

    1.21% of the 13F portfolio, value $5,850,120.

    13F-HR 0001085146-25-004263 filed by FLC Capital Advisors
    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 9,789 shares
    Change vs previous 13F -214 shares

    1.23% of the 13F portfolio, value $5,500,439.

    13F-HR 0001085146-25-002579 filed by FLC Capital Advisors
    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 10,003 shares
    Change vs previous 13F -524 shares

    1.36% of the 13F portfolio, value $5,888,566.

    13F-HR 0001085146-25-000282 filed by FLC Capital Advisors
    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 10,527 shares
    Change vs previous 13F not available

    1.4% of the 13F portfolio, value $6,072,184.

    13F-HR 0001085146-24-004950 filed by FLC Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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