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Disclosery

Orin Green Financial, LLC: IVV position timeline

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

Orin Green Financial, LLC held 53,825 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 53,825 shares
    Change vs previous 13F +604 shares

    14.87% of the 13F portfolio, value $40,309,100.

    13F-HR 0001844227-26-000003 filed by Orin Green Financial, 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 53,221 shares
    Change vs previous 13F -54 shares

    14.26% of the 13F portfolio, value $34,764,439.

    13F-HR 0001844227-26-000002 filed by Orin Green Financial, 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 53,275 shares
    Change vs previous 13F +1,363 shares

    14.6% of the 13F portfolio, value $36,489,982.

    13F-HR 0001844227-26-000001 filed by Orin Green Financial, 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 51,912 shares
    Change vs previous 13F +716 shares

    13.89% of the 13F portfolio, value $34,744,883.

    13F-HR 0001844227-25-000002 filed by Orin Green Financial, 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 51,196 shares
    Change vs previous 13F -402 shares

    13.45% of the 13F portfolio, value $31,787,623.

    13F-HR 0001085146-25-004260 filed by Orin Green Financial, 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 51,598 shares
    Change vs previous 13F +51,598 shares

    12.56% of the 13F portfolio, value $26,644,074.

    13F-HR 0001085146-25-002655 filed by Orin Green Financial, 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 0 shares
    Change vs previous 13F -54,423 shares

    13F-HR 0001085146-25-001754 filed by Orin Green Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  8. period ended2024-09-30
    13F 54,423 shares
    Change vs previous 13F not available

    13.53% of the 13F portfolio, value $31,392,417.

    13F-HR 0001085146-24-004948 filed by Orin Green Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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