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Disclosery

Gimbal Financial: IVV position timeline

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

Gimbal Financial held 40,370 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 40,370 shares
    Change vs previous 13F +806 shares

    19.22% of the 13F portfolio, value $30,232,935.

    13F-HR 0001835206-26-000005 filed by Gimbal Financial
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-09-30
    13F 39,564 shares
    Change vs previous 13F +378 shares

    15.9% of the 13F portfolio, value $26,480,276.

    13F-HR 0001835206-25-000006 filed by Gimbal Financial
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 39,186 shares
    Change vs previous 13F +9,073 shares

    14.95% of the 13F portfolio, value $24,330,448.

    13F-HR 0001835206-25-000004 filed by Gimbal Financial
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 30,113 shares
    Change vs previous 13F -13,741 shares

    15.27% of the 13F portfolio, value $16,920,547.

    13F-HR 0001835206-25-000003 filed by Gimbal Financial
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 43,854 shares
    Change vs previous 13F +1,022 shares

    21.12% of the 13F portfolio, value $25,816,088.

    13F-HR 0001835206-25-000002 filed by Gimbal Financial
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 42,832 shares
    Change vs previous 13F not available

    16.18% of the 13F portfolio, value $24,929,317.

    13F-HR 0001835206-24-000005 filed by Gimbal Financial
    Filed (acceptance time not in the bulk data set), ingested

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