Householder Group Estate & Retirement Specialist, LLC: IVV position timeline

Householder Group Estate & Retirement Specialist, LLC held 438 IVV shares at 2024-12-31 per its 13F-HR filed 2025-01-15.

the latest 13F is the newest step

1. period ended2024-12-31

   13F 438 shares

   Change vs previous 13F -1,842 shares

   0.19% of the 13F portfolio, value $257,000.

   13F-HR 0001881590-25-000001 filed by Householder Group Estate & Retirement Specialist, LLC
   Filed 2025-01-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

2. period ended2024-09-30

   13F 2,280 shares

   Change vs previous 13F -93 shares

   0.38% of the 13F portfolio, value $1,315,000.

   13F-HR 0001881590-24-000005 filed by Householder Group Estate & Retirement Specialist, LLC
   Filed 2024-10-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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

3. period ended2024-06-30

   13F 2,373 shares

   Change vs previous 13F -56 shares

   0.36% of the 13F portfolio, value $1,298,000.

   13F-HR 0001881590-24-000003 filed by Householder Group Estate & Retirement Specialist, LLC
   Filed 2024-07-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

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

4. period ended2024-03-31

   13F 2,429 shares

   Change vs previous 13F -30 shares

   0.38% of the 13F portfolio, value $1,277,122.

   13F-HR 0001881590-24-000002 filed by Householder Group Estate & Retirement Specialist, LLC
   Filed 2024-05-03 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

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

5. period ended2023-12-31

   13F 2,459 shares

   Change vs previous 13F +23 shares

   0.39% of the 13F portfolio, value $1,174,000.

   13F-HR 0001881590-24-000001 filed by Householder Group Estate & Retirement Specialist, LLC
   Filed 2024-01-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

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

6. period ended2023-09-30

   13F 2,436 shares

   Change vs previous 13F +145 shares

   0.38% of the 13F portfolio, value $1,046,275.

   13F-HR 0001881590-23-000005 filed by Householder Group Estate & Retirement Specialist, LLC
   Filed 2023-10-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:30:40 UTC

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

7. period ended2023-03-31

   13F 2,291 shares

   Change vs previous 13F not available

   0.36% of the 13F portfolio, value $942,000.

   13F-HR 0001881590-23-000002 filed by Householder Group Estate & Retirement Specialist, LLC
   Filed 2023-04-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:32:36 UTC

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