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Luken Investment Analytics, LLC: IVV position timeline

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

Luken Investment Analytics, LLC held 10,706 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 10,706 shares
    Change vs previous 13F -596 shares

    2.8% of the 13F portfolio, value $8,017,616.

    13F-HR 0001730546-26-000003 filed by Luken Investment Analytics, 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 11,302 shares
    Change vs previous 13F -673 shares

    2.83% of the 13F portfolio, value $7,382,579.

    13F-HR 0001730546-26-000002 filed by Luken Investment Analytics, 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 11,975 shares
    Change vs previous 13F -316 shares

    3.24% of the 13F portfolio, value $8,202,157.

    13F-HR 0001730546-26-000001 filed by Luken Investment Analytics, 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 12,291 shares
    Change vs previous 13F -1,281 shares

    3.21% of the 13F portfolio, value $8,226,366.

    13F-HR 0001730546-25-000006 filed by Luken Investment Analytics, 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 13,572 shares
    Change vs previous 13F -4,233 shares

    3.69% of the 13F portfolio, value $8,426,855.

    13F-HR 0001730546-25-000004 filed by Luken Investment Analytics, 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 17,805 shares
    Change vs previous 13F +8,602 shares

    4.68% of the 13F portfolio, value $10,004,630.

    13F-HR 0001730546-25-000003 filed by Luken Investment Analytics, 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 9,203 shares
    Change vs previous 13F +24 shares

    2.51% of the 13F portfolio, value $5,417,622.

    13F-HR 0001730546-25-000002 filed by Luken Investment Analytics, 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 9,179 shares
    Change vs previous 13F not available

    2.43% of the 13F portfolio, value $5,294,631.

    13F-HR 0001730546-24-000005 filed by Luken Investment Analytics, LLC
    Filed (acceptance time not in the bulk data set), ingested

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