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MCF Advisors LLC: IVV position timeline

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

MCF Advisors LLC held 69,097 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 69,097 shares
    Change vs previous 13F -145 shares

    1.85% of the 13F portfolio, value $51,746,302.

    13F-HR 0001602905-26-000008 filed by MCF Advisors 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 69,242 shares
    Change vs previous 13F -256 shares

    1.98% of the 13F portfolio, value $45,229,525.

    13F-HR 0001602905-26-000004 filed by MCF Advisors 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 69,498 shares
    Change vs previous 13F +2,130 shares

    2.63% of the 13F portfolio, value $47,602,266.

    13F-HR 0001602905-26-000001 filed by MCF Advisors 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 67,368 shares
    Change vs previous 13F -1,178 shares

    2.76% of the 13F portfolio, value $45,089,102.

    13F-HR 0001602905-25-000007 filed by MCF Advisors 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 68,546 shares
    Change vs previous 13F -3,593 shares

    2.81% of the 13F portfolio, value $42,559,853.

    13F-HR 0001602905-25-000004 filed by MCF Advisors 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 72,139 shares
    Change vs previous 13F -1,067 shares

    2.92% of the 13F portfolio, value $40,534,865.

    13F-HR 0001602905-25-000003 filed by MCF Advisors 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 73,206 shares
    Change vs previous 13F -1,232 shares

    3.02% of the 13F portfolio, value $43,095,036.

    13F-HR 0001602905-25-000001 filed by MCF Advisors 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 74,438 shares
    Change vs previous 13F not available

    3.01% of the 13F portfolio, value $42,937,296.

    13F-HR 0001602905-24-000007 filed by MCF Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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