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MONECO ADVISORS, LLC: IVV position timeline

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

MONECO ADVISORS, LLC held 4,779 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,779 shares
    Change vs previous 13F +1,241 shares

    0.22% of the 13F portfolio, value $3,579,277.

    13F-HR 0001765690-26-000011 filed by MONECO 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 3,538 shares
    Change vs previous 13F -123 shares

    0.18% of the 13F portfolio, value $2,310,789.

    13F-HR 0001765690-26-000007 filed by MONECO 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 3,661 shares
    Change vs previous 13F -54 shares

    0.2% of the 13F portfolio, value $2,507,712.

    13F-HR 0001765690-26-000005 filed by MONECO 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 3,715 shares
    Change vs previous 13F +2 shares

    0.21% of the 13F portfolio, value $2,486,145.

    13F-HR 0001765690-25-000013 filed by MONECO 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 3,713 shares
    Change vs previous 13F +138 shares

    0.21% of the 13F portfolio, value $2,305,604.

    13F-HR 0001765690-25-000002 filed by MONECO 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/A 3,575 shares
    Change vs previous 13F -1,134 shares

    0.21% of the 13F portfolio, value $2,009,007.

    13F-HR/A 0001765690-25-000006 filed by MONECO 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/A 4,709 shares
    Change vs previous 13F +734 shares

    0.29% of the 13F portfolio, value $2,771,800.

    13F-HR/A 0001765690-25-000005 filed by MONECO 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 3,975 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $2,292,985.

    13F-HR 0001085146-24-005135 filed by MONECO ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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