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Lion Street Advisors, LLC: IVV position timeline

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

Lion Street Advisors, LLC held 5,347 IVV shares at 2025-09-30 per its 13F-HR filed 2025-11-10.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 5,347 shares
    Change vs previous 13F -1,156 shares

    0.85% of the 13F portfolio, value $2,464,945.

    13F-HR 0001801991-25-000002 filed by Lion Street 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 ended2025-06-30
    13F 6,503 shares
    Change vs previous 13F -1,485 shares

    1.22% of the 13F portfolio, value $4,037,567.

    13F-HR 0001085146-25-004168 filed by Lion Street 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 ended2025-03-31
    13F 7,988 shares
    Change vs previous 13F +1,273 shares

    1.43% of the 13F portfolio, value $4,488,606.

    13F-HR 0001085146-25-002198 filed by Lion Street 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 ended2024-12-31
    13F 6,715 shares
    Change vs previous 13F +358 shares

    1.26% of the 13F portfolio, value $3,953,659.

    13F-HR 0001085146-25-000506 filed by Lion Street 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 ended2024-09-30
    13F 6,357 shares
    Change vs previous 13F -37 shares

    1.28% of the 13F portfolio, value $3,666,767.

    13F-HR 0001085146-24-004781 filed by Lion Street 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 ended2024-06-30
    13F 6,394 shares
    Change vs previous 13F +493 shares

    1.3% of the 13F portfolio, value $3,499,252.

    13F-HR 0001085146-24-002866 filed by Lion Street 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 ended2024-03-31
    13F 5,901 shares
    Change vs previous 13F 0 shares

    1.15% of the 13F portfolio, value $2,818,599.

    13F-HR 0001085146-24-001762 filed by Lion Street 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 ended2023-12-31
    13F 5,901 shares
    Change vs previous 13F not available

    1.15% of the 13F portfolio, value $2,818,599.

    13F-HR 0001085146-24-000125 filed by Lion Street Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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