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Disclosery

Michels Family Financial, LLC: IVV position timeline

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

Michels Family Financial, LLC held 6,247 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,247 shares
    Change vs previous 13F -113 shares

    3% of the 13F portfolio, value $4,678,487.

    13F-HR 0001214659-26-010286 filed by Michels Family Financial, 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 6,360 shares
    Change vs previous 13F -22 shares

    3% of the 13F portfolio, value $4,154,300.

    13F-HR 0001214659-26-005035 filed by Michels Family Financial, 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 6,382 shares
    Change vs previous 13F +86 shares

    3.21% of the 13F portfolio, value $4,371,549.

    13F-HR 0001214659-26-002176 filed by Michels Family Financial, 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 6,296 shares
    Change vs previous 13F -173 shares

    3.28% of the 13F portfolio, value $4,213,639.

    13F-HR 0001214659-25-016133 filed by Michels Family Financial, 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 6,469 shares
    Change vs previous 13F -154 shares

    3.42% of the 13F portfolio, value $4,016,434.

    13F-HR 0001214659-25-010478 filed by Michels Family Financial, 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 6,623 shares
    Change vs previous 13F +24 shares

    3.37% of the 13F portfolio, value $3,721,692.

    13F-HR 0001214659-25-007892 filed by Michels Family Financial, 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 6,599 shares
    Change vs previous 13F not available

    3.56% of the 13F portfolio, value $3,884,739.

    13F-HR 0001214659-25-003152 filed by Michels Family Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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