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Disclosery

Outbound Financial Inc: IVV position timeline

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

Outbound Financial Inc held 2,502 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,502 shares
    Change vs previous 13F -56 shares

    1.21% of the 13F portfolio, value $1,873,723.

    13F-HR 0001754960-26-000538 filed by Outbound Financial Inc
    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 2,558 shares
    Change vs previous 13F 0 shares

    1.25% of the 13F portfolio, value $1,670,911.

    13F-HR 0001754960-26-000537 filed by Outbound Financial Inc
    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 2,558 shares
    Change vs previous 13F 0 shares

    1.36% of the 13F portfolio, value $1,752,077.

    13F-HR 0001754960-26-000536 filed by Outbound Financial Inc
    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 2,558 shares
    Change vs previous 13F -17 shares

    1.4% of the 13F portfolio, value $1,712,069.

    13F-HR 0001754960-26-000535 filed by Outbound Financial Inc
    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 2,575 shares
    Change vs previous 13F not available

    1.46% of the 13F portfolio, value $1,598,818.

    13F-HR 0001754960-26-000534 filed by Outbound Financial Inc
    Filed (acceptance time not in the bulk data set), ingested

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