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GR FINANCIAL GROUP, LLC: IVV position timeline

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

GR FINANCIAL GROUP, LLC held 538,536 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 538,536 shares
    Change vs previous 13F +390,002 shares

    54.8% of the 13F portfolio, value $403,304,667.

    13F-HR 0002011751-26-000009 filed by GR FINANCIAL 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 ended2026-03-31
    13F 148,534 shares
    Change vs previous 13F -312,092 shares

    32.18% of the 13F portfolio, value $97,023,961.

    13F-HR 0002011751-26-000006 filed by GR FINANCIAL 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 ended2025-12-31
    13F 460,626 shares
    Change vs previous 13F -2,350 shares

    70.89% of the 13F portfolio, value $315,501,326.

    13F-HR 0002011751-26-000003 filed by GR FINANCIAL 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 ended2025-09-30
    13F 462,976 shares
    Change vs previous 13F +147 shares

    71.63% of the 13F portfolio, value $309,869,512.

    13F-HR 0002011751-25-000012 filed by GR FINANCIAL 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 ended2025-06-30
    13F 462,829 shares
    Change vs previous 13F -48,679 shares

    70.26% of the 13F portfolio, value $287,370,681.

    13F-HR 0002011751-25-000008 filed by GR FINANCIAL 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 ended2025-03-31
    13F 511,508 shares
    Change vs previous 13F +9,641 shares

    44.31% of the 13F portfolio, value $287,416,314.

    13F-HR 0002011751-25-000006 filed by GR FINANCIAL 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 ended2024-12-31
    13F 501,867 shares
    Change vs previous 13F +8,063 shares

    49.97% of the 13F portfolio, value $295,438,971.

    13F-HR 0002011751-25-000003 filed by GR FINANCIAL 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 ended2024-09-30
    13F 493,804 shares
    Change vs previous 13F not available

    49.87% of the 13F portfolio, value $284,835,783.

    13F-HR 0002011751-24-000025 filed by GR FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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