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Disclosery

Napier Financial, LLC: IVV position timeline

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

Napier Financial, LLC held 61,286 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 61,286 shares
    Change vs previous 13F +195 shares

    9.56% of the 13F portfolio, value $45,896,508.

    13F-HR 0002086579-26-000004 filed by Napier Financial, 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 61,091 shares
    Change vs previous 13F +241 shares

    9.15% of the 13F portfolio, value $39,905,039.

    13F-HR 0002086579-26-000003 filed by Napier Financial, 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 60,850 shares
    Change vs previous 13F not available

    10.41% of the 13F portfolio, value $41,678,954.

    13F-HR 0002086579-26-000001 filed by Napier Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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