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Disclosery

Oldfather Financial Services, LLC: IVV position timeline

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

Oldfather Financial Services, LLC held 6,353 IVV shares at 2025-12-31 per its 13F-HR filed 2026-01-16.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 6,353 shares
    Change vs previous 13F +53 shares

    1.3% of the 13F portfolio, value $4,351,605.

    13F-HR 0001775530-26-000001 filed by Oldfather Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-09-30
    13F 6,300 shares
    Change vs previous 13F -38 shares

    1.31% of the 13F portfolio, value $4,216,794.

    13F-HR 0001775530-25-000009 filed by Oldfather Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 6,338 shares
    Change vs previous 13F -235 shares

    1.35% of the 13F portfolio, value $3,935,334.

    13F-HR 0001775530-25-000006 filed by Oldfather Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 6,573 shares
    Change vs previous 13F +131 shares

    1.4% of the 13F portfolio, value $3,693,158.

    13F-HR 0001775530-25-000003 filed by Oldfather Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 6,442 shares
    Change vs previous 13F -20 shares

    1.44% of the 13F portfolio, value $3,792,398.

    13F-HR 0001775530-25-000001 filed by Oldfather Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 6,462 shares
    Change vs previous 13F -27 shares

    1.43% of the 13F portfolio, value $3,727,420.

    13F-HR 0001775530-24-000006 filed by Oldfather Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-06-30
    13F 6,489 shares
    Change vs previous 13F +4 shares

    1.46% of the 13F portfolio, value $3,551,230.

    13F-HR 0001775530-24-000003 filed by Oldfather Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-03-31
    13F 6,485 shares
    Change vs previous 13F not available

    1.4% of the 13F portfolio, value $3,409,442.

    13F-HR 0001775530-24-000002 filed by Oldfather Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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