Nicholas Hoffman & Company, LLC.: IVV position timeline

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

Nicholas Hoffman & Company, LLC. held 8,561 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

period ended2026-06-30
13F 8,561 shares
Change vs previous 13F +6 shares
0.14% of the 13F portfolio, value $6,411,421.
13F-HR 0001398344-26-013410 filed by Nicholas Hoffman & Company, LLC.
Filed 2026-08-04 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 8,555 shares
Change vs previous 13F -68 shares
0.13% of the 13F portfolio, value $5,587,972.
13F-HR 0001398344-26-007708 filed by Nicholas Hoffman & Company, LLC.
Filed 2026-04-29 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 8,623 shares
Change vs previous 13F -4 shares
0.14% of the 13F portfolio, value $5,906,180.
13F-HR 0001398344-26-001863 filed by Nicholas Hoffman & Company, LLC.
Filed 2026-02-02 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 8,627 shares
Change vs previous 13F +42 shares
0.14% of the 13F portfolio, value $5,774,187.
13F-HR 0001398344-25-020723 filed by Nicholas Hoffman & Company, LLC.
Filed 2025-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 8,585 shares
Change vs previous 13F -459 shares
0.14% of the 13F portfolio, value $5,330,182.
13F-HR 0001398344-25-014584 filed by Nicholas Hoffman & Company, LLC.
Filed 2025-08-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F/A 9,044 shares
Change vs previous 13F +85 shares
0.19% of the 13F portfolio, value $5,081,588.
13F-HR/A 0001398344-25-012059 filed by Nicholas Hoffman & Company, LLC.
Filed 2025-06-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F/A 8,959 shares
Change vs previous 13F +15 shares
0.21% of the 13F portfolio, value $5,274,127.
13F-HR/A 0001398344-25-012057 filed by Nicholas Hoffman & Company, LLC.
Filed 2025-06-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F/A 8,944 shares
Change vs previous 13F not available
0.22% of the 13F portfolio, value $5,158,848.
13F-HR/A 0001398344-25-012054 filed by Nicholas Hoffman & Company, LLC.
Filed 2025-06-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).