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Disclosery

Orcam Financial Group: IVV position timeline

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

Orcam Financial Group held 1,771 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,771 shares
    Change vs previous 13F +1,189 shares

    0.65% of the 13F portfolio, value $1,326,284.

    13F-HR 0001905367-26-000003 filed by Orcam Financial Group
    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 582 shares
    Change vs previous 13F 0 shares

    0.27% of the 13F portfolio, value $380,168.

    13F-HR 0001905367-26-000002 filed by Orcam Financial Group
    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 582 shares
    Change vs previous 13F +7 shares

    0.3% of the 13F portfolio, value $398,635.

    13F-HR 0001905367-26-000001 filed by Orcam Financial Group
    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 575 shares
    Change vs previous 13F 0 shares

    0.31% of the 13F portfolio, value $384,848.

    13F-HR 0001905367-25-000005 filed by Orcam Financial Group
    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 575 shares
    Change vs previous 13F 0 shares

    0.31% of the 13F portfolio, value $357,018.

    13F-HR 0001905367-25-000003 filed by Orcam Financial Group
    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 575 shares
    Change vs previous 13F 0 shares

    0.3% of the 13F portfolio, value $323,093.

    13F-HR 0001905367-25-000002 filed by Orcam Financial Group
    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 575 shares
    Change vs previous 13F 0 shares

    0.33% of the 13F portfolio, value $338,491.

    13F-HR 0001905367-25-000001 filed by Orcam Financial Group
    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 575 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $331,672.

    13F-HR 0001905367-24-000005 filed by Orcam Financial Group
    Filed (acceptance time not in the bulk data set), ingested

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