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Disclosery

Latitude Advisors, LLC: IVV position timeline

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

Latitude Advisors, LLC held 19,210 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 19,210 shares
    Change vs previous 13F -1,109 shares

    5.74% of the 13F portfolio, value $14,386,060.

    13F-HR 0001754960-26-000648 filed by Latitude 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 20,319 shares
    Change vs previous 13F +172 shares

    6.08% of the 13F portfolio, value $13,272,888.

    13F-HR 0001754960-26-000335 filed by Latitude 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 20,147 shares
    Change vs previous 13F -711 shares

    6.07% of the 13F portfolio, value $13,799,634.

    13F-HR 0001754960-26-000121 filed by Latitude 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 20,858 shares
    Change vs previous 13F +224 shares

    6.37% of the 13F portfolio, value $13,960,100.

    13F-HR 0001754960-25-000728 filed by Latitude 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 20,634 shares
    Change vs previous 13F +457 shares

    6.44% of the 13F portfolio, value $12,811,658.

    13F-HR 0001754960-25-000491 filed by Latitude 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 20,177 shares
    Change vs previous 13F +922 shares

    6.59% of the 13F portfolio, value $11,337,550.

    13F-HR 0001754960-25-000259 filed by Latitude 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 19,255 shares
    Change vs previous 13F -3,131 shares

    6.39% of the 13F portfolio, value $11,335,247.

    13F-HR 0001754960-25-000082 filed by Latitude 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 22,386 shares
    Change vs previous 13F not available

    7.31% of the 13F portfolio, value $12,912,508.

    13F-HR 0001754960-24-000538 filed by Latitude Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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