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Miller Financial Services LLC: IVVD position timeline

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

Miller Financial Services LLC held 133,000 IVVD shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 133,000 shares
    Change vs previous 13F +28,000 shares

    0.09% of the 13F portfolio, value $116,029.

    13F-HR 0002022893-26-000005 filed by Miller Financial Services 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 105,000 shares
    Change vs previous 13F +54,000 shares

    0.15% of the 13F portfolio, value $136,500.

    13F-HR 0002022893-26-000004 filed by Miller Financial Services 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 51,000 shares
    Change vs previous 13F +14,000 shares

    0.15% of the 13F portfolio, value $125,970.

    13F-HR 0002022893-26-000001 filed by Miller Financial Services 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 37,000 shares
    Change vs previous 13F +13,000 shares

    0.05% of the 13F portfolio, value $40,700.

    13F-HR 0002022893-25-000008 filed by Miller Financial Services 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 24,000 shares
    Change vs previous 13F +2,000 shares

    0.02% of the 13F portfolio, value $17,160.

    13F-HR 0002022893-25-000005 filed by Miller Financial Services 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 22,000 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $13,317.

    13F-HR 0002022893-25-000003 filed by Miller Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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