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Madrona Financial Services, LLC: IVV position timeline

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

Madrona Financial Services, LLC held 84,750 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 84,750 shares
    Change vs previous 13F +3,428 shares

    11.7% of the 13F portfolio, value $63,468,712.

    13F-HR 0001578370-26-000004 filed by Madrona Financial Services, 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 81,322 shares
    Change vs previous 13F -8,885 shares

    11.63% of the 13F portfolio, value $53,120,527.

    13F-HR 0001578370-26-000003 filed by Madrona Financial Services, 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 90,207 shares
    Change vs previous 13F -29 shares

    13.2% of the 13F portfolio, value $61,786,671.

    13F-HR 0001578370-26-000002 filed by Madrona Financial Services, 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 90,236 shares
    Change vs previous 13F +1,248 shares

    13.32% of the 13F portfolio, value $60,395,153.

    13F-HR 0001578370-25-000007 filed by Madrona Financial Services, 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 88,988 shares
    Change vs previous 13F +2,655 shares

    13.25% of the 13F portfolio, value $55,252,513.

    13F-HR 0001578370-25-000005 filed by Madrona Financial Services, 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 86,333 shares
    Change vs previous 13F +33,090 shares

    13.34% of the 13F portfolio, value $48,510,732.

    13F-HR 0001578370-25-000004 filed by Madrona Financial Services, 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 53,243 shares
    Change vs previous 13F +7,232 shares

    8.54% of the 13F portfolio, value $31,343,046.

    13F-HR 0001578370-25-000001 filed by Madrona Financial Services, 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 46,011 shares
    Change vs previous 13F not available

    7.38% of the 13F portfolio, value $26,539,859.

    13F-HR 0001578370-24-000007 filed by Madrona Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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