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Disclosery

My Personal CFO, LLC: IVV position timeline

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

My Personal CFO, LLC held 3,007 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,007 shares
    Change vs previous 13F +35 shares

    0.88% of the 13F portfolio, value $2,251,590.

    13F-HR 0001754960-26-000575 filed by My Personal CFO, 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 2,972 shares
    Change vs previous 13F -121 shares

    0.85% of the 13F portfolio, value $1,941,125.

    13F-HR 0001754960-26-000293 filed by My Personal CFO, 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 3,093 shares
    Change vs previous 13F -17,268 shares

    0.88% of the 13F portfolio, value $2,118,396.

    13F-HR 0001754960-26-000077 filed by My Personal CFO, 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 20,361 shares
    Change vs previous 13F +17,086 shares

    5.28% of the 13F portfolio, value $13,627,926.

    13F-HR 0001754960-25-000700 filed by My Personal CFO, 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 3,275 shares
    Change vs previous 13F -2 shares

    0.92% of the 13F portfolio, value $2,033,584.

    13F-HR 0001754960-25-000441 filed by My Personal CFO, 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 3,277 shares
    Change vs previous 13F +6 shares

    0.93% of the 13F portfolio, value $1,841,183.

    13F-HR 0001754960-25-000247 filed by My Personal CFO, 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 3,271 shares
    Change vs previous 13F -83 shares

    0.99% of the 13F portfolio, value $1,925,739.

    13F-HR 0001754960-25-000067 filed by My Personal CFO, 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 3,354 shares
    Change vs previous 13F not available

    1.06% of the 13F portfolio, value $1,934,603.

    13F-HR 0001754960-24-000517 filed by My Personal CFO, LLC
    Filed (acceptance time not in the bulk data set), ingested

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