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Disclosery

HBC Financial Services, PLLC: IVV position timeline

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

HBC Financial Services, PLLC held 2,212 IVV shares at 2024-12-31 per its 13F-HR filed 2025-01-16.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 2,212 shares
    Change vs previous 13F -120 shares

    0.8% of the 13F portfolio, value $1,302,000.

    13F-HR 0001802872-25-000001 filed by HBC Financial Services, PLLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F 2,332 shares
    Change vs previous 13F -53 shares

    0.83% of the 13F portfolio, value $1,358,000.

    13F-HR 0001802872-24-000005 filed by HBC Financial Services, PLLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-06-30
    13F 2,385 shares
    Change vs previous 13F -94 shares

    0.83% of the 13F portfolio, value $1,306,000.

    13F-HR 0001802872-24-000003 filed by HBC Financial Services, PLLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-03-31
    13F 2,479 shares
    Change vs previous 13F 0 shares

    0.85% of the 13F portfolio, value $1,246,000.

    13F-HR 0001802872-24-000002 filed by HBC Financial Services, PLLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-12-31
    13F 2,479 shares
    Change vs previous 13F -414 shares

    0.8% of the 13F portfolio, value $1,184,000.

    13F-HR 0001802872-24-000001 filed by HBC Financial Services, PLLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-09-30
    13F 2,893 shares
    Change vs previous 13F -45 shares

    0.93% of the 13F portfolio, value $1,242,000.

    13F-HR 0001802872-23-000004 filed by HBC Financial Services, PLLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-06-30
    13F 2,938 shares
    Change vs previous 13F +16 shares

    0.95% of the 13F portfolio, value $1,341,000.

    13F-HR 0001802872-23-000003 filed by HBC Financial Services, PLLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-03-31
    13F 2,922 shares
    Change vs previous 13F not available

    0.91% of the 13F portfolio, value $1,214,000.

    13F-HR 0001802872-23-000002 filed by HBC Financial Services, PLLC
    Filed (acceptance time not in the bulk data set), ingested

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