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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

  1. period ended2025-12-31
    13F 60,629 shares
    Change 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), ingested

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

  2. period ended2025-09-30
    13F 59,534 shares
    Change 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), ingested

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

  3. period ended2025-06-30
    13F 57,857 shares
    Change 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), ingested

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

  4. period ended2025-03-31
    13F 105,287 shares
    Change 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), ingested

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

  5. period ended2024-12-31
    13F 117,442 shares
    Change 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), ingested

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

  6. period ended2024-09-30
    13F 121,409 shares
    Change 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), ingested

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

  7. period ended2024-06-30
    13F 137,198 shares
    Change 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), ingested

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

  8. period ended2024-03-31
    13F 183,677 shares
    Change 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), ingested

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