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Mutual Advisors, LLC: IVV position timeline

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

Mutual Advisors, LLC held 209,128 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 209,128 shares
    Change vs previous 13F +2,500 shares

    2.95% of the 13F portfolio, value $156,614,015.

    13F-HR 0001986152-26-000154 filed by Mutual 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 206,628 shares
    Change vs previous 13F -6,630 shares

    2.9% of the 13F portfolio, value $134,971,511.

    13F-HR 0001986152-26-000054 filed by Mutual 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 213,258 shares
    Change vs previous 13F -3,381 shares

    3.13% of the 13F portfolio, value $146,068,884.

    13F-HR 0001986152-26-000005 filed by Mutual 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 216,639 shares
    Change vs previous 13F +25,851 shares

    3.22% of the 13F portfolio, value $146,225,093.

    13F-HR 0001986152-25-000100 filed by Mutual 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 190,788 shares
    Change vs previous 13F +1,898 shares

    3.05% of the 13F portfolio, value $122,115,778.

    13F-HR 0001986152-25-000050 filed by Mutual 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 188,890 shares
    Change vs previous 13F -7,204 shares

    2.99% of the 13F portfolio, value $104,492,159.

    13F-HR 0001986152-25-000037 filed by Mutual 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 196,094 shares
    Change vs previous 13F +5,181 shares

    3.38% of the 13F portfolio, value $116,601,158.

    13F-HR 0001986152-25-000002 filed by Mutual 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 190,913 shares
    Change vs previous 13F not available

    3.25% of the 13F portfolio, value $111,117,239.

    13F-HR 0001986152-24-000046 filed by Mutual Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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