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Koss-Olinger Consulting, LLC: IVV position timeline

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

Koss-Olinger Consulting, LLC held 9,525 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,525 shares
    Change vs previous 13F -1,850 shares

    0.55% of the 13F portfolio, value $7,133,383.

    13F-HR 0001861163-26-000011 filed by Koss-Olinger Consulting, 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 11,375 shares
    Change vs previous 13F -479 shares

    0.62% of the 13F portfolio, value $7,430,342.

    13F-HR 0001861163-26-000006 filed by Koss-Olinger Consulting, 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 11,854 shares
    Change vs previous 13F -810 shares

    0.63% of the 13F portfolio, value $8,119,000.

    13F-HR 0001861163-26-000004 filed by Koss-Olinger Consulting, 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 12,664 shares
    Change vs previous 13F -20 shares

    0.65% of the 13F portfolio, value $7,863,000.

    13F-HR 0001861163-25-000012 filed by Koss-Olinger Consulting, 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 12,684 shares
    Change vs previous 13F -647 shares

    0.65% of the 13F portfolio, value $7,875,738.

    13F-HR 0001861163-25-000007 filed by Koss-Olinger Consulting, 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 13,331 shares
    Change vs previous 13F -232 shares

    0.63% of the 13F portfolio, value $7,490,000.

    13F-HR 0001861163-25-000005 filed by Koss-Olinger Consulting, 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 13,563 shares
    Change vs previous 13F +1,897 shares

    0.7% of the 13F portfolio, value $7,984,000.

    13F-HR 0001861163-25-000003 filed by Koss-Olinger Consulting, 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 11,666 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $6,729,000.

    13F-HR 0001754960-24-000514 filed by Koss-Olinger Consulting, LLC
    Filed (acceptance time not in the bulk data set), ingested

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