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NESTEGG ADVISORS, INC.: IVV position timeline

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

NESTEGG ADVISORS, INC. held 793 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 793 shares
    Change vs previous 13F +2 shares

    0.42% of the 13F portfolio, value $593,589.

    13F-HR 0001951757-26-001004 filed by NESTEGG ADVISORS, 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 791 shares
    Change vs previous 13F +3 shares

    0.45% of the 13F portfolio, value $516,381.

    13F-HR 0001951757-26-000536 filed by NESTEGG ADVISORS, 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 788 shares
    Change vs previous 13F -141 shares

    0.46% of the 13F portfolio, value $540,000.

    13F-HR 0001951757-26-000255 filed by NESTEGG ADVISORS, 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 929 shares
    Change vs previous 13F +12 shares

    0.55% of the 13F portfolio, value $621,859.

    13F-HR 0001951757-25-001190 filed by NESTEGG ADVISORS, 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 917 shares
    Change vs previous 13F -163 shares

    0.55% of the 13F portfolio, value $569,571.

    13F-HR 0001951757-25-000978 filed by NESTEGG ADVISORS, 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 1,080 shares
    Change vs previous 13F -67 shares

    0.64% of the 13F portfolio, value $606,736.

    13F-HR 0001951757-25-000559 filed by NESTEGG ADVISORS, 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 1,147 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $690,888.

    13F-HR 0001951757-25-000284 filed by NESTEGG ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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