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Northeast Financial Consultants Inc: IVV position timeline

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

Northeast Financial Consultants Inc held 16,948 IVV shares at 2025-06-30 per its 13F-HR filed 2025-08-15.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 16,948 shares
    Change vs previous 13F +444 shares

    0.43% of the 13F portfolio, value $10,523,251.

    13F-HR 0001599863-25-000007 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 16,504 shares
    Change vs previous 13F +519 shares

    0.41% of the 13F portfolio, value $9,273,512.

    13F-HR 0001599863-25-000005 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 15,985 shares
    Change vs previous 13F +207 shares

    0.4% of the 13F portfolio, value $9,409,950.

    13F-HR 0001599863-25-000003 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 15,778 shares
    Change vs previous 13F +415 shares

    0.4% of the 13F portfolio, value $9,101,102.

    13F-HR 0001599863-24-000010 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 15,363 shares
    Change vs previous 13F -1,436 shares

    0.39% of the 13F portfolio, value $8,407,027.

    13F-HR 0001599863-24-000008 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 16,799 shares
    Change vs previous 13F +983 shares

    0.43% of the 13F portfolio, value $8,831,849.

    13F-HR 0001599863-24-000006 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 15,816 shares
    Change vs previous 13F +788 shares

    0.42% of the 13F portfolio, value $7,554,401.

    13F-HR 0001599863-24-000002 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 15,028 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $6,453,308.

    13F-HR 0001599863-23-000009 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

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