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Disclosery

Lighthouse Financial LLC: IVV position timeline

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

Lighthouse Financial LLC held 14,742 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,742 shares
    Change vs previous 13F -409 shares

    5.73% of the 13F portfolio, value $11,040,159.

    13F-HR 0002057556-26-000003 filed by Lighthouse Financial 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 15,151 shares
    Change vs previous 13F -56 shares

    5.97% of the 13F portfolio, value $9,896,804.

    13F-HR 0002057556-26-000002 filed by Lighthouse Financial 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 15,207 shares
    Change vs previous 13F -22 shares

    6.81% of the 13F portfolio, value $10,415,903.

    13F-HR 0002057556-26-000001 filed by Lighthouse Financial 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 15,229 shares
    Change vs previous 13F 0 shares

    6.73% of the 13F portfolio, value $10,192,790.

    13F-HR 0002057556-25-000004 filed by Lighthouse Financial 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 15,229 shares
    Change vs previous 13F -189 shares

    7.24% of the 13F portfolio, value $9,455,705.

    13F-HR 0002052321-25-000005 filed by Lighthouse Financial 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 15,418 shares
    Change vs previous 13F -28 shares

    7.48% of the 13F portfolio, value $8,663,391.

    13F-HR 0002057556-25-000002 filed by Lighthouse Financial 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 15,446 shares
    Change vs previous 13F not available

    7.38% of the 13F portfolio, value $9,092,769.

    13F-HR 0002057556-25-000001 filed by Lighthouse Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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