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Pathway Financial Advisors LLC: IVV position timeline

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

Pathway Financial Advisors LLC held 1,456 IVV shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 1,456 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $1,114,759.

    13F-HR 0001738828-26-000008 filed by Pathway Financial Advisors LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,456 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $1,089,403.

    13F-HR 0001738828-26-000006 filed by Pathway Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 1,456 shares
    Change vs previous 13F -46 shares

    0.12% of the 13F portfolio, value $959,172.

    13F-HR 0001738828-26-000005 filed by Pathway Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 1,502 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $1,043,436.

    13F-HR 0001738828-26-000001 filed by Pathway Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 1,502 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $1,005,010.

    13F-HR 0001738828-25-000009 filed by Pathway Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 1,502 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $932,334.

    13F-HR 0001738828-25-000006 filed by Pathway Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 1,502 shares
    Change vs previous 13F +205 shares

    0.15% of the 13F portfolio, value $843,740.

    13F-HR 0001738828-25-000003 filed by Pathway Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 1,297 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $763,273.

    13F-HR 0001738828-25-000001 filed by Pathway Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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