MUSTICO FINANCIAL GROUP, INC.: IVV position timeline

MUSTICO FINANCIAL GROUP, INC. held 26,684 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 26,684 shares

   Change vs previous 13F +2,443 shares

   12.87% of the 13F portfolio, value $19,814,715.

   13F-HR 0001376474-26-000550 filed by MUSTICO FINANCIAL GROUP, INC.
   Filed 2026-08-11 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 24,241 shares

   Change vs previous 13F +2,114 shares

   12.12% of the 13F portfolio, value $17,341,412.

   13F-HR 0001376474-26-000379 filed by MUSTICO FINANCIAL GROUP, INC.
   Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 22,127 shares

   Change vs previous 13F +2,664 shares

   11.89% of the 13F portfolio, value $15,417,008.

   13F-HR 0001376474-26-000177 filed by MUSTICO FINANCIAL GROUP, INC.
   Filed 2026-02-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 19,463 shares

   Change vs previous 13F +1,462 shares

   12.92% of the 13F portfolio, value $12,742,486.

   13F-HR 0001376474-25-000917 filed by MUSTICO FINANCIAL GROUP, INC.
   Filed 2025-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 18,001 shares

   Change vs previous 13F not available

   10.53% of the 13F portfolio, value $11,406,536.

   13F-HR 0001376474-25-000728 filed by MUSTICO FINANCIAL GROUP, INC.
   Filed 2025-08-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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