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Leverty Financial Group, LLC: IVV position timeline

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

Leverty Financial Group, LLC held 250,359 IVV shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 250,359 shares
    Change vs previous 13F -7,800 shares

    34.96% of the 13F portfolio, value $191,737,347.

    13F-HR 0002085853-26-001117 filed by Leverty Financial Group, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 258,159 shares
    Change vs previous 13F +524 shares

    37.6% of the 13F portfolio, value $193,332,972.

    13F-HR 0002085853-26-000686 filed by Leverty Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 257,635 shares
    Change vs previous 13F +6,208 shares

    37.23% of the 13F portfolio, value $168,289,668.

    13F-HR 0002085853-26-000307 filed by Leverty Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 251,427 shares
    Change vs previous 13F +27,721 shares

    41.19% of the 13F portfolio, value $172,212,363.

    13F-HR 0002085853-26-000020 filed by Leverty Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 223,706 shares
    Change vs previous 13F -2,016 shares

    38.86% of the 13F portfolio, value $149,707,189.

    13F-HR 0002085853-25-000022 filed by Leverty Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 225,722 shares
    Change vs previous 13F +178,604 shares

    41.84% of the 13F portfolio, value $140,137,478.

    13F-HR 0001908386-25-000004 filed by Leverty Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 47,118 shares
    Change vs previous 13F +874 shares

    10.82% of the 13F portfolio, value $26,475,677.

    13F-HR 0001908386-25-000003 filed by Leverty Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 46,244 shares
    Change vs previous 13F not available

    13.85% of the 13F portfolio, value $27,222,996.

    13F-HR 0001908386-25-000002 filed by Leverty Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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