High Falls Advisors, Inc: IVV position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of High Falls Advisors, Inc on IVV, newest first. How the timeline and the estimate are built.
High Falls Advisors, Inc held 60,629 IVV shares at 2025-12-31 per its 13F-HR filed 2026-02-18.
the latest 13F is the newest step
- period ended2025-12-3113F 60,629 sharesChange vs previous 13F +1,095 shares
8.41% of the 13F portfolio, value $41,526,934.
13F-HR 0001569139-26-000001 filed by High Falls Advisors, Inc
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 59,534 sharesChange vs previous 13F +1,677 shares
8.2% of the 13F portfolio, value $39,845,987.
13F-HR 0001569139-25-000002 filed by High Falls Advisors, Inc
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 57,857 sharesChange vs previous 13F -47,430 shares
7.95% of the 13F portfolio, value $35,923,567.
13F-HR 0001085146-25-005304 filed by High Falls Advisors, Inc
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 105,287 sharesChange vs previous 13F -12,155 shares
13.89% of the 13F portfolio, value $59,160,635.
13F-HR 0001085146-25-003034 filed by High Falls Advisors, Inc
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 117,442 sharesChange vs previous 13F -3,967 shares
16.03% of the 13F portfolio, value $69,135,745.
13F-HR 0001085146-25-001518 filed by High Falls Advisors, Inc
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 121,409 sharesChange vs previous 13F -15,789 shares
16.03% of the 13F portfolio, value $70,031,288.
13F-HR 0001085146-24-005983 filed by High Falls Advisors, Inc
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 137,198 sharesChange vs previous 13F -46,479 shares
18.24% of the 13F portfolio, value $75,079,027.
13F-HR 0001085146-24-004025 filed by High Falls Advisors, Inc
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-03-3113F 183,677 sharesChange vs previous 13F not available
24.3% of the 13F portfolio, value $96,564,706.
13F-HR 0001085146-24-002650 filed by High Falls Advisors, Inc
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).