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IMZ Advisory Inc: IVV position timeline

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

IMZ Advisory Inc held 457 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 457 shares
    Change vs previous 13F -291 shares

    0.11% of the 13F portfolio, value $342,077.

    13F-HR 0002017735-26-000003 filed by IMZ Advisory Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 748 shares
    Change vs previous 13F +18 shares

    0.18% of the 13F portfolio, value $488,549.

    13F-HR 0002017735-26-000002 filed by IMZ Advisory Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 730 shares
    Change vs previous 13F +17 shares

    0.18% of the 13F portfolio, value $499,957.

    13F-HR 0002017735-26-000001 filed by IMZ Advisory Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 713 shares
    Change vs previous 13F +165 shares

    0.18% of the 13F portfolio, value $477,450.

    13F-HR 0001085146-25-005859 filed by IMZ Advisory Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 548 shares
    Change vs previous 13F +4 shares

    0.14% of the 13F portfolio, value $345,763.

    13F-HR 0001085146-25-004079 filed by IMZ Advisory Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 544 shares
    Change vs previous 13F +6 shares

    0.14% of the 13F portfolio, value $305,422.

    13F-HR 0001085146-25-001957 filed by IMZ Advisory Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 538 shares
    Change vs previous 13F +2 shares

    0.14% of the 13F portfolio, value $316,642.

    13F-HR 0001085146-25-000146 filed by IMZ Advisory Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 536 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $308,535.

    13F-HR 0001085146-24-004690 filed by IMZ Advisory Inc
    Filed (acceptance time not in the bulk data set), ingested

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