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Disclosery

Horan Securities, Inc.: IVV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Horan Securities, Inc. on IVV, newest first. How the timeline and the estimate are built.

Horan Securities, Inc. held 211,899 IVV shares at 2025-06-30 per its 13F-HR filed 2025-08-06.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 211,899 shares
    Change vs previous 13F -12,720 shares

    46.3% of the 13F portfolio, value $131,568,329.

    13F-HR 0001671623-25-000003 filed by Horan Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 224,619 shares
    Change vs previous 13F +6,639 shares

    47.75% of the 13F portfolio, value $126,213,662.

    13F-HR 0001671623-25-000002 filed by Horan Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 217,980 shares
    Change vs previous 13F +7,441 shares

    48.69% of the 13F portfolio, value $128,320,511.

    13F-HR 0001671623-25-000001 filed by Horan Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 210,539 shares
    Change vs previous 13F +5,590 shares

    46.96% of the 13F portfolio, value $121,442,995.

    13F-HR 0001671623-24-000006 filed by Horan Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 204,949 shares
    Change vs previous 13F +11,089 shares

    48.49% of the 13F portfolio, value $112,154,209.

    13F-HR 0001671623-24-000004 filed by Horan Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 193,860 shares
    Change vs previous 13F -4,298 shares

    48.09% of the 13F portfolio, value $101,918,193.

    13F-HR 0001671623-24-000003 filed by Horan Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 198,158 shares
    Change vs previous 13F -13,170 shares

    47.62% of the 13F portfolio, value $94,646,111.

    13F-HR 0001671623-24-000001 filed by Horan Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 211,328 shares
    Change vs previous 13F not available

    48.3% of the 13F portfolio, value $90,750,673.

    13F-HR 0001671623-23-000004 filed by Horan Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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