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Disclosery

Mendota Financial Group, LLC: IVV position timeline

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

Mendota Financial Group, LLC held 13,109 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 13,109 shares
    Change vs previous 13F -87 shares

    6.23% of the 13F portfolio, value $10,039,306.

    13F-HR 0001964538-26-000005 filed by Mendota Financial Group, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 13,196 shares
    Change vs previous 13F -171 shares

    6.12% of the 13F portfolio, value $9,882,125.

    13F-HR 0001964538-26-000004 filed by Mendota Financial Group, LLC
    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 13,367 shares
    Change vs previous 13F +12 shares

    6.47% of the 13F portfolio, value $8,731,745.

    13F-HR 0001964538-26-000002 filed by Mendota Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 13,355 shares
    Change vs previous 13F +174 shares

    6.66% of the 13F portfolio, value $9,147,051.

    13F-HR 0001964538-26-000001 filed by Mendota Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 13,181 shares
    Change vs previous 13F -26 shares

    6.59% of the 13F portfolio, value $8,821,724.

    13F-HR 0001964538-25-000007 filed by Mendota Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 13,207 shares
    Change vs previous 13F +243 shares

    7.76% of the 13F portfolio, value $8,200,425.

    13F-HR 0001964538-25-000005 filed by Mendota Financial Group, LLC
    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 12,964 shares
    Change vs previous 13F -3,819 shares

    7.9% of the 13F portfolio, value $7,284,312.

    13F-HR 0001964538-25-000003 filed by Mendota Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 16,783 shares
    Change vs previous 13F not available

    6.4% of the 13F portfolio, value $9,879,545.

    13F-HR 0001964538-25-000001 filed by Mendota Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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