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Disclosery

Intrua Financial, LLC: IVV position timeline

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

Intrua Financial, LLC held 11,017 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,017 shares
    Change vs previous 13F -384 shares

    0.78% of the 13F portfolio, value $8,250,676.

    13F-HR 0001812792-26-000009 filed by Intrua Financial, LLC
    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 11,401 shares
    Change vs previous 13F +230 shares

    0.8% of the 13F portfolio, value $7,447,383.

    13F-HR 0001812792-26-000008 filed by Intrua Financial, LLC
    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 11,171 shares
    Change vs previous 13F -75 shares

    0.84% of the 13F portfolio, value $7,651,607.

    13F-HR 0001812792-26-000002 filed by Intrua Financial, LLC
    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 11,246 shares
    Change vs previous 13F -103 shares

    0.88% of the 13F portfolio, value $7,527,086.

    13F-HR 0001812792-25-000002 filed by Intrua Financial, LLC
    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 11,349 shares
    Change vs previous 13F -77 shares

    1.01% of the 13F portfolio, value $7,046,723.

    13F-HR 0001085146-25-004704 filed by Intrua Financial, LLC
    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 11,426 shares
    Change vs previous 13F +5,644 shares

    1% of the 13F portfolio, value $6,420,471.

    13F-HR 0001085146-25-003410 filed by Intrua Financial, LLC
    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 5,782 shares
    Change vs previous 13F +368 shares

    0.55% of the 13F portfolio, value $3,403,625.

    13F-HR 0001085146-25-003408 filed by Intrua Financial, LLC
    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 5,414 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $3,122,856.

    13F-HR 0001085146-25-003407 filed by Intrua Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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