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Disclosery

Mann Financial Group, Inc.: IVV position timeline

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

Mann Financial Group, Inc. held 61,362 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 61,362 shares
    Change vs previous 13F +1,384 shares

    38.45% of the 13F portfolio, value $45,953,388.

    13F-HR 0002093991-26-000004 filed by Mann Financial Group, Inc.
    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 59,978 shares
    Change vs previous 13F +2,254 shares

    36.89% of the 13F portfolio, value $39,178,229.

    13F-HR 0002093991-26-000003 filed by Mann Financial Group, Inc.
    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/A 57,724 shares
    Change vs previous 13F +167 shares

    38.24% of the 13F portfolio, value $39,537,477.

    13F-HR/A 0002093991-26-000002 filed by Mann Financial Group, Inc.
    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 57,557 shares
    Change vs previous 13F not available

    38.05% of the 13F portfolio, value $38,522,900.

    13F-HR 0002093991-25-000001 filed by Mann Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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