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Disclosery

JSF Financial, LLC: IVV position timeline

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

JSF Financial, LLC held 129,530 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 129,530 shares
    Change vs previous 13F +2,278 shares

    15.62% of the 13F portfolio, value $97,004,038.

    13F-HR 0001802224-26-000010 filed by JSF 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 127,252 shares
    Change vs previous 13F +2,778 shares

    16.3% of the 13F portfolio, value $83,122,474.

    13F-HR 0001802224-26-000006 filed by JSF 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 124,474 shares
    Change vs previous 13F -1,059 shares

    17.67% of the 13F portfolio, value $85,256,936.

    13F-HR 0001802224-26-000002 filed by JSF 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 125,533 shares
    Change vs previous 13F -6,449 shares

    18.64% of the 13F portfolio, value $84,019,106.

    13F-HR 0001802224-25-000012 filed by JSF 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 131,982 shares
    Change vs previous 13F -4,715 shares

    19.48% of the 13F portfolio, value $81,947,757.

    13F-HR 0001802224-25-000010 filed by JSF 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 136,697 shares
    Change vs previous 13F -3,923 shares

    20.26% of the 13F portfolio, value $76,809,776.

    13F-HR 0001802224-25-000005 filed by JSF 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 140,620 shares
    Change vs previous 13F -735 shares

    22.13% of the 13F portfolio, value $82,780,175.

    13F-HR 0001802224-25-000003 filed by JSF 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 141,355 shares
    Change vs previous 13F not available

    23.79% of the 13F portfolio, value $81,536,362.

    13F-HR 0001802224-24-000014 filed by JSF Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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