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Disclosery

Francis Financial, Inc.: IVOO position timeline

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

Francis Financial, Inc. held 182,027 IVOO shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 182,027 shares
    Change vs previous 13F +5,510 shares

    3.89% of the 13F portfolio, value $23,736,347.

    13F-HR 0001727514-26-000003 filed by Francis Financial, 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 176,517 shares
    Change vs previous 13F +13,773 shares

    3.75% of the 13F portfolio, value $20,179,447.

    13F-HR 0001727514-26-000002 filed by Francis Financial, 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 162,744 shares
    Change vs previous 13F +7,566 shares

    3.56% of the 13F portfolio, value $18,194,802.

    13F-HR 0001727514-26-000001 filed by Francis Financial, 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 155,178 shares
    Change vs previous 13F +9,381 shares

    3.05% of the 13F portfolio, value $17,128,559.

    13F-HR 0001727514-25-000003 filed by Francis Financial, 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 145,797 shares
    Change vs previous 13F -45,667 shares

    3.54% of the 13F portfolio, value $15,305,753.

    13F-HR 0001085146-25-004708 filed by Francis Financial, 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 191,464 shares
    Change vs previous 13F +34,839 shares

    4.6% of the 13F portfolio, value $18,897,532.

    13F-HR 0001085146-25-002986 filed by Francis Financial, 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 156,625 shares
    Change vs previous 13F +20,017 shares

    4.2% of the 13F portfolio, value $16,523,988.

    13F-HR 0001085146-25-001582 filed by Francis Financial, 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 136,608 shares
    Change vs previous 13F not available

    3.82% of the 13F portfolio, value $14,430,991.

    13F-HR 0001085146-24-005311 filed by Francis Financial, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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