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Gradient Capital Advisors, LLC: IVV position timeline

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

Gradient Capital Advisors, LLC held 52,370 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 52,370 shares
    Change vs previous 13F -520 shares

    9.08% of the 13F portfolio, value $39,219,542.

    13F-HR 0001727917-26-000006 filed by Gradient Capital Advisors, 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 52,890 shares
    Change vs previous 13F +746 shares

    8.96% of the 13F portfolio, value $34,548,482.

    13F-HR 0001727917-26-000004 filed by Gradient Capital Advisors, 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 52,144 shares
    Change vs previous 13F -352 shares

    9.2% of the 13F portfolio, value $35,715,785.

    13F-HR 0001727917-26-000002 filed by Gradient Capital Advisors, 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 52,496 shares
    Change vs previous 13F +248 shares

    9.42% of the 13F portfolio, value $35,135,904.

    13F-HR 0001727917-25-000011 filed by Gradient Capital Advisors, 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 52,248 shares
    Change vs previous 13F +618 shares

    9.58% of the 13F portfolio, value $32,440,697.

    13F-HR 0001727917-25-000009 filed by Gradient Capital Advisors, 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 51,630 shares
    Change vs previous 13F +1,251 shares

    9.47% of the 13F portfolio, value $29,010,681.

    13F-HR 0001727917-25-000005 filed by Gradient Capital Advisors, 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 50,379 shares
    Change vs previous 13F +204 shares

    9.56% of the 13F portfolio, value $29,657,338.

    13F-HR 0001727917-25-000002 filed by Gradient Capital Advisors, 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 50,175 shares
    Change vs previous 13F not available

    9.58% of the 13F portfolio, value $28,941,913.

    13F-HR 0001727917-24-000010 filed by Gradient Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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