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Mezzasalma Advisors, LLC: IVV position timeline

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

Mezzasalma Advisors, LLC held 6,401 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,401 shares
    Change vs previous 13F +285 shares

    0.96% of the 13F portfolio, value $4,793,645.

    13F-HR 0001864916-26-000003 filed by Mezzasalma 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 6,116 shares
    Change vs previous 13F +971 shares

    1.02% of the 13F portfolio, value $3,995,032.

    13F-HR 0001864916-26-000002 filed by Mezzasalma 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 5,145 shares
    Change vs previous 13F +645 shares

    0.85% of the 13F portfolio, value $3,530,448.

    13F-HR 0001864916-26-000001 filed by Mezzasalma 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 4,500 shares
    Change vs previous 13F +337 shares

    0.77% of the 13F portfolio, value $3,011,850.

    13F-HR 0001864916-25-000004 filed by Mezzasalma 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 4,163 shares
    Change vs previous 13F +19 shares

    0.78% of the 13F portfolio, value $2,584,807.

    13F-HR 0001085146-25-004268 filed by Mezzasalma 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 4,144 shares
    Change vs previous 13F +1,219 shares

    0.8% of the 13F portfolio, value $2,328,514.

    13F-HR 0001085146-25-002195 filed by Mezzasalma 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 2,925 shares
    Change vs previous 13F +48 shares

    0.56% of the 13F portfolio, value $1,721,889.

    13F-HR 0001085146-25-000546 filed by Mezzasalma 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 2,877 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $1,659,511.

    13F-HR 0001085146-24-004961 filed by Mezzasalma Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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