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Disclosery

New World Advisors LLC: IVV position timeline

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

New World Advisors LLC held 77,752 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 77,752 shares
    Change vs previous 13F +1,719 shares

    9.9% of the 13F portfolio, value $58,227,621.

    13F-HR 0001951757-26-001240 filed by New World 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/A 76,033 shares
    Change vs previous 13F -11,498 shares

    8.73% of the 13F portfolio, value $49,665,745.

    13F-HR/A 0001951757-26-000739 filed by New World 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 87,531 shares
    Change vs previous 13F +3,632 shares

    10.26% of the 13F portfolio, value $59,953,397.

    13F-HR 0001951757-26-000387 filed by New World 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 83,899 shares
    Change vs previous 13F +462 shares

    10.28% of the 13F portfolio, value $56,153,767.

    13F-HR 0001951757-25-001298 filed by New World 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 83,437 shares
    Change vs previous 13F +17,677 shares

    11.02% of the 13F portfolio, value $51,805,938.

    13F-HR 0001951757-25-001064 filed by New World 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 65,760 shares
    Change vs previous 13F +31,753 shares

    8.37% of the 13F portfolio, value $36,950,401.

    13F-HR 0001951757-25-000437 filed by New World 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 34,007 shares
    Change vs previous 13F +11,474 shares

    4.83% of the 13F portfolio, value $20,018,954.

    13F-HR 0001951757-25-000181 filed by New World 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 22,533 shares
    Change vs previous 13F not available

    3.39% of the 13F portfolio, value $12,997,424.

    13F-HR 0001951757-24-001125 filed by New World Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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