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McAlister, Sweet & Associates, Inc.: IVV position timeline

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

McAlister, Sweet & Associates, Inc. held 6,042 IVV shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 6,042 shares
    Change vs previous 13F -145 shares

    2.92% of the 13F portfolio, value $4,626,906.

    13F-HR 0001214659-26-012628 filed by McAlister, Sweet & Associates, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 6,187 shares
    Change vs previous 13F +181 shares

    2.48% of the 13F portfolio, value $4,633,020.

    13F-HR 0001214659-26-008452 filed by McAlister, Sweet & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 6,006 shares
    Change vs previous 13F -10 shares

    2.44% of the 13F portfolio, value $3,922,854.

    13F-HR 0001214659-26-004209 filed by McAlister, Sweet & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 6,016 shares
    Change vs previous 13F +362 shares

    3.13% of the 13F portfolio, value $4,120,933.

    13F-HR 0001214659-26-000032 filed by McAlister, Sweet & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 5,654 shares
    Change vs previous 13F +637 shares

    2.5% of the 13F portfolio, value $3,784,537.

    13F-HR 0001214659-25-014482 filed by McAlister, Sweet & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 5,017 shares
    Change vs previous 13F -69,332 shares

    2.76% of the 13F portfolio, value $3,114,775.

    13F-HR 0001214659-25-009962 filed by McAlister, Sweet & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 74,349 shares
    Change vs previous 13F +74,349 shares

    31.63% of the 13F portfolio, value $41,776,440.

    13F-HR 0001214659-25-005687 filed by McAlister, Sweet & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 0 shares
    Change vs previous 13F not available

    13F-HR 0001214659-25-000286 filed by McAlister, Sweet & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.