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LANARK FINANCIAL, INC.: IVV position timeline

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

LANARK FINANCIAL, INC. held 20,592 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,592 shares
    Change vs previous 13F +1,862 shares

    1.04% of the 13F portfolio, value $15,421,526.

    13F-HR 0000791540-26-000014 filed by LANARK FINANCIAL, 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 18,730 shares
    Change vs previous 13F -181 shares

    0.92% of the 13F portfolio, value $12,234,769.

    13F-HR 0000791540-26-000009 filed by LANARK FINANCIAL, 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 18,911 shares
    Change vs previous 13F +80 shares

    0.97% of the 13F portfolio, value $12,953,510.

    13F-HR 0000791540-26-000003 filed by LANARK FINANCIAL, 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 18,831 shares
    Change vs previous 13F +486 shares

    0.97% of the 13F portfolio, value $12,604,166.

    13F-HR 0000791540-25-000012 filed by LANARK FINANCIAL, 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 18,345 shares
    Change vs previous 13F +4,342 shares

    0.93% of the 13F portfolio, value $11,390,000.

    13F-HR 0000791540-25-000003 filed by LANARK FINANCIAL, 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 14,003 shares
    Change vs previous 13F +13,989 shares

    0.67% of the 13F portfolio, value $7,868,000.

    13F-HR 0000791540-25-000002 filed by LANARK FINANCIAL, 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 14 shares
    Change vs previous 13F -16,627 shares

    0.76% of the 13F portfolio, value $8,340.

    13F-HR 0000791540-25-000001 filed by LANARK FINANCIAL, 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 16,641 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $9,599,000.

    13F-HR 0000791540-24-000004 filed by LANARK FINANCIAL, INC.
    Filed (acceptance time not in the bulk data set), ingested

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