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Grey Ledge Advisors, LLC: IVV position timeline

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

Grey Ledge Advisors, LLC held 34,273 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 34,273 shares
    Change vs previous 13F -165 shares

    5.16% of the 13F portfolio, value $25,666,691.

    13F-HR 0001660694-26-000003 filed by Grey Ledge 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 34,438 shares
    Change vs previous 13F -45 shares

    5.08% of the 13F portfolio, value $22,495,897.

    13F-HR 0001660694-26-000002 filed by Grey Ledge 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 34,483 shares
    Change vs previous 13F +1,899 shares

    5.34% of the 13F portfolio, value $23,619,117.

    13F-HR 0001660694-26-000001 filed by Grey Ledge 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 32,584 shares
    Change vs previous 13F +1,568 shares

    4.94% of the 13F portfolio, value $21,812,739.

    13F-HR 0001660694-25-000007 filed by Grey Ledge 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 31,016 shares
    Change vs previous 13F -979 shares

    4.7% of the 13F portfolio, value $19,216,595.

    13F-HR 0001660694-25-000004 filed by Grey Ledge 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 31,995 shares
    Change vs previous 13F -4,488 shares

    4.72% of the 13F portfolio, value $17,977,922.

    13F-HR 0001660694-25-000003 filed by Grey Ledge 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 36,483 shares
    Change vs previous 13F +1,532 shares

    5.55% of the 13F portfolio, value $21,477,072.

    13F-HR 0001398344-25-000847 filed by Grey Ledge 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 34,951 shares
    Change vs previous 13F not available

    5.16% of the 13F portfolio, value $20,160,253.

    13F-HR 0001398344-24-019448 filed by Grey Ledge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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