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Kovack Advisors, Inc.: IVV position timeline

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

Kovack Advisors, Inc. held 82,768 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 82,768 shares
    Change vs previous 13F -2,114 shares

    2.98% of the 13F portfolio, value $61,996,286.

    13F-HR 0001728321-26-000004 filed by Kovack Advisors, 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 84,882 shares
    Change vs previous 13F -4,213 shares

    2.97% of the 13F portfolio, value $55,717,550.

    13F-HR 0001728321-26-000003 filed by Kovack Advisors, 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/A 89,095 shares
    Change vs previous 13F +51,066 shares

    2.89% of the 13F portfolio, value $61,024,504.

    13F-HR/A 0001728321-26-000002 filed by Kovack Advisors, 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 38,029 shares
    Change vs previous 13F -28,022 shares

    2.4% of the 13F portfolio, value $25,452,955.

    13F-HR 0001728321-25-000005 filed by Kovack Advisors, 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 66,051 shares
    Change vs previous 13F -45,121 shares

    4.02% of the 13F portfolio, value $41,010,978.

    13F-HR 0001085146-25-004483 filed by Kovack Advisors, 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 111,172 shares
    Change vs previous 13F -22,014 shares

    6.61% of the 13F portfolio, value $62,467,291.

    13F-HR 0001085146-25-002653 filed by Kovack Advisors, 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 133,186 shares
    Change vs previous 13F +13,137 shares

    7.69% of the 13F portfolio, value $78,404,198.

    13F-HR 0001085146-25-000776 filed by Kovack Advisors, 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 120,049 shares
    Change vs previous 13F not available

    7.33% of the 13F portfolio, value $69,246,723.

    13F-HR 0001085146-24-005367 filed by Kovack Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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