Skip to content
Disclosery

Francis Financial, Inc.: IVV position timeline

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

Francis Financial, Inc. held 3,426 IVV 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 3,426 shares
    Change vs previous 13F -217 shares

    0.42% of the 13F portfolio, value $2,565,698.

    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 3,643 shares
    Change vs previous 13F -70 shares

    0.44% of the 13F portfolio, value $2,379,645.

    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 3,713 shares
    Change vs previous 13F -186 shares

    0.5% of the 13F portfolio, value $2,543,183.

    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 3,899 shares
    Change vs previous 13F -46 shares

    0.47% of the 13F portfolio, value $2,609,601.

    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 3,945 shares
    Change vs previous 13F -138 shares

    0.57% of the 13F portfolio, value $2,449,451.

    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 4,083 shares
    Change vs previous 13F -240 shares

    0.56% of the 13F portfolio, value $2,294,238.

    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 4,323 shares
    Change vs previous 13F +1,044 shares

    0.65% of the 13F portfolio, value $2,544,896.

    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 3,279 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $1,891,393.

    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).