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LaSalle St. Investment Advisors, LLC: IVV position timeline

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

LaSalle St. Investment Advisors, LLC held 14,117 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,117 shares
    Change vs previous 13F +51 shares

    1.29% of the 13F portfolio, value $10,572,304.

    13F-HR 0001966193-26-000003 filed by LaSalle St. Investment Advisors, 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 14,066 shares
    Change vs previous 13F +297 shares

    1.29% of the 13F portfolio, value $9,188,134.

    13F-HR 0001966193-26-000002 filed by LaSalle St. Investment Advisors, 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 13,769 shares
    Change vs previous 13F +1,636 shares

    1.52% of the 13F portfolio, value $9,431,000.

    13F-HR 0001966193-26-000001 filed by LaSalle St. Investment Advisors, 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 12,133 shares
    Change vs previous 13F +3,784 shares

    1.46% of the 13F portfolio, value $8,120,000.

    13F-HR 0001966193-25-000007 filed by LaSalle St. Investment Advisors, 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 8,349 shares
    Change vs previous 13F -1,301 shares

    1.42% of the 13F portfolio, value $5,184,000.

    13F-HR 0001966193-25-000005 filed by LaSalle St. Investment Advisors, 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 9,650 shares
    Change vs previous 13F +2,418 shares

    1.28% of the 13F portfolio, value $5,422,000.

    13F-HR 0001966193-25-000003 filed by LaSalle St. Investment Advisors, 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 7,232 shares
    Change vs previous 13F +1,903 shares

    1.32% of the 13F portfolio, value $4,257,000.

    13F-HR 0001966193-25-000001 filed by LaSalle St. Investment Advisors, 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 5,329 shares
    Change vs previous 13F not available

    1.21% of the 13F portfolio, value $3,074,000.

    13F-HR 0001966193-24-000005 filed by LaSalle St. Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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