Skip to content
Disclosery

Nadler Financial Group, Inc.: IVV position timeline

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

Nadler Financial Group, Inc. held 46,348 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 46,348 shares
    Change vs previous 13F +1,610 shares

    2.94% of the 13F portfolio, value $34,709,512.

    13F-HR 0001541787-26-000008 filed by Nadler Financial Group, Inc.
    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 44,738 shares
    Change vs previous 13F +2,733 shares

    2.82% of the 13F portfolio, value $29,223,076.

    13F-HR 0001541787-26-000006 filed by Nadler Financial Group, Inc.
    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 42,005 shares
    Change vs previous 13F +960 shares

    2.68% of the 13F portfolio, value $28,771,137.

    13F-HR 0001541787-26-000005 filed by Nadler Financial Group, Inc.
    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 41,045 shares
    Change vs previous 13F +1,104 shares

    2.62% of the 13F portfolio, value $27,471,380.

    13F-HR 0001541787-25-000008 filed by Nadler Financial Group, Inc.
    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 39,941 shares
    Change vs previous 13F +426 shares

    2.54% of the 13F portfolio, value $24,799,637.

    13F-HR 0001541787-25-000005 filed by Nadler Financial Group, Inc.
    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 39,515 shares
    Change vs previous 13F +965 shares

    2.46% of the 13F portfolio, value $22,203,462.

    13F-HR 0001541787-25-000004 filed by Nadler Financial Group, Inc.
    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 38,550 shares
    Change vs previous 13F +673 shares

    2.39% of the 13F portfolio, value $22,693,817.

    13F-HR 0001541787-25-000003 filed by Nadler Financial Group, Inc.
    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 37,877 shares
    Change vs previous 13F not available

    2.41% of the 13F portfolio, value $21,847,986.

    13F-HR 0001541787-24-000007 filed by Nadler Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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