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Morling Financial Advisors, LLC: IVV position timeline

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

Morling Financial Advisors, LLC held 8,180 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,180 shares
    Change vs previous 13F +125 shares

    1.71% of the 13F portfolio, value $6,125,787.

    13F-HR 0001398344-26-013695 filed by Morling Financial 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 8,055 shares
    Change vs previous 13F -40 shares

    1.62% of the 13F portfolio, value $5,261,490.

    13F-HR 0001398344-26-008544 filed by Morling Financial 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 8,095 shares
    Change vs previous 13F -328 shares

    1.75% of the 13F portfolio, value $5,544,467.

    13F-HR 0001398344-26-002388 filed by Morling Financial 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 8,423 shares
    Change vs previous 13F -907 shares

    1.87% of the 13F portfolio, value $5,637,395.

    13F-HR 0001398344-25-020301 filed by Morling Financial 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 9,330 shares
    Change vs previous 13F -161 shares

    1.9% of the 13F portfolio, value $5,792,886.

    13F-HR 0001398344-25-014968 filed by Morling Financial 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 9,491 shares
    Change vs previous 13F -80 shares

    1.84% of the 13F portfolio, value $5,332,893.

    13F-HR 0001398344-25-008787 filed by Morling Financial 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 9,571 shares
    Change vs previous 13F -147 shares

    1.96% of the 13F portfolio, value $5,634,151.

    13F-HR 0001398344-25-002229 filed by Morling Financial 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 9,718 shares
    Change vs previous 13F not available

    2.14% of the 13F portfolio, value $5,605,434.

    13F-HR 0001398344-24-019000 filed by Morling Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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