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Michael A. Dubis Financial Planning, LLC: IVV position timeline

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

Michael A. Dubis Financial Planning, LLC held 1,137 IVV shares at 2025-03-31 per its 13F-HR filed 2025-04-15.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 1,137 shares
    Change vs previous 13F 0 shares

    0.62% of the 13F portfolio, value $638,880.

    13F-HR 0002063364-25-000027 filed by Michael A. Dubis Financial Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 1,137 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $669,000.

    13F-HR 0001345576-25-000005 filed by Michael A. Dubis Financial Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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