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Disclosery

GM Advisory Group, LLC: IVV position timeline

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

GM Advisory Group, LLC held 25,010 IVV shares at 2026-03-31 per its 13F-HR filed 2026-04-28.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 25,010 shares
    Change vs previous 13F +1,778 shares

    0.63% of the 13F portfolio, value $16,336,644.

    13F-HR 0001598304-26-000002 filed by GM Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 23,232 shares
    Change vs previous 13F +2,802 shares

    0.62% of the 13F portfolio, value $15,912,582.

    13F-HR 0001598304-26-000001 filed by GM Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 20,430 shares
    Change vs previous 13F +4,143 shares

    0.58% of the 13F portfolio, value $13,673,794.

    13F-HR 0001598304-25-000003 filed by GM Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 16,287 shares
    Change vs previous 13F +1,718 shares

    0.5% of the 13F portfolio, value $10,112,386.

    13F-HR 0001085146-25-004951 filed by GM Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 14,569 shares
    Change vs previous 13F +965 shares

    0.44% of the 13F portfolio, value $8,186,367.

    13F-HR 0001085146-25-003078 filed by GM Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 13,604 shares
    Change vs previous 13F +236 shares

    0.44% of the 13F portfolio, value $8,008,176.

    13F-HR 0001085146-25-000953 filed by GM Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 13,368 shares
    Change vs previous 13F +591 shares

    0.46% of the 13F portfolio, value $7,711,067.

    13F-HR 0001085146-24-005500 filed by GM Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 12,777 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $6,991,688.

    13F-HR 0001085146-24-003732 filed by GM Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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