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Disclosery

Mattson Financial Services, LLC: IVV position timeline

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

Mattson Financial Services, LLC held 5,712 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,712 shares
    Change vs previous 13F +62 shares

    0.9% of the 13F portfolio, value $4,309,247.

    13F-HR 0002034595-26-000003 filed by Mattson 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 5,650 shares
    Change vs previous 13F +2,273 shares

    0.88% of the 13F portfolio, value $3,690,637.

    13F-HR 0002034595-26-000002 filed by Mattson 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 3,377 shares
    Change vs previous 13F +38 shares

    0.54% of the 13F portfolio, value $2,313,042.

    13F-HR 0002034595-26-000001 filed by Mattson 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 3,339 shares
    Change vs previous 13F +1,133 shares

    0.53% of the 13F portfolio, value $2,234,793.

    13F-HR 0002034595-25-000007 filed by Mattson 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 2,206 shares
    Change vs previous 13F +1,986 shares

    0.37% of the 13F portfolio, value $1,369,705.

    13F-HR 0002034595-25-000003 filed by Mattson 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 220 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $123,618.

    13F-HR 0002034595-25-000002 filed by Mattson Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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