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Geneva Partners, LLC: IVV position timeline

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

Geneva Partners, LLC held 14,642 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 14,642 shares
    Change vs previous 13F -173 shares

    2.92% of the 13F portfolio, value $10,965,009.

    13F-HR 0001712671-26-000006 filed by Geneva Partners, LLC
    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 14,815 shares
    Change vs previous 13F -2,460 shares

    4.65% of the 13F portfolio, value $9,677,579.

    13F-HR 0001712671-26-000005 filed by Geneva Partners, LLC
    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 17,275 shares
    Change vs previous 13F +153 shares

    4.21% of the 13F portfolio, value $11,832,428.

    13F-HR 0001712671-26-000004 filed by Geneva Partners, LLC
    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 17,122 shares
    Change vs previous 13F +352 shares

    4.19% of the 13F portfolio, value $11,459,668.

    13F-HR 0001712671-25-000006 filed by Geneva Partners, LLC
    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 16,770 shares
    Change vs previous 13F +59 shares

    4.13% of the 13F portfolio, value $10,412,582.

    13F-HR 0001712671-25-000003 filed by Geneva Partners, LLC
    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 16,711 shares
    Change vs previous 13F +599 shares

    4.84% of the 13F portfolio, value $9,389,843.

    13F-HR 0001712671-25-000002 filed by Geneva Partners, LLC
    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 16,112 shares
    Change vs previous 13F +47 shares

    3.85% of the 13F portfolio, value $9,484,763.

    13F-HR 0001712671-25-000001 filed by Geneva Partners, LLC
    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 16,065 shares
    Change vs previous 13F not available

    4.01% of the 13F portfolio, value $9,266,541.

    13F-HR 0001712671-24-000005 filed by Geneva Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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