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PCA Investment Advisory Services Inc.: IVV position timeline

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

PCA Investment Advisory Services Inc. held 64,737 IVV shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 64,737 shares
    Change vs previous 13F -221 shares

    13.46% of the 13F portfolio, value $49,579,008.

    13F-HR 0001977044-26-000005 filed by PCA Investment Advisory Services Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 64,958 shares
    Change vs previous 13F -698 shares

    13.6% of the 13F portfolio, value $48,754,145.

    13F-HR 0001977044-26-000004 filed by PCA Investment Advisory Services Inc.
    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 65,656 shares
    Change vs previous 13F +2,429 shares

    14.35% of the 13F portfolio, value $42,995,433.

    13F-HR 0001977044-26-000002 filed by PCA Investment Advisory Services Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 63,227 shares
    Change vs previous 13F +692 shares

    15.18% of the 13F portfolio, value $43,414,787.

    13F-HR 0001977044-26-000001 filed by PCA Investment Advisory Services Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 62,535 shares
    Change vs previous 13F +2,814 shares

    15.52% of the 13F portfolio, value $41,962,677.

    13F-HR 0001977044-25-000006 filed by PCA Investment Advisory Services Inc.
    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 59,721 shares
    Change vs previous 13F +6,896 shares

    15.62% of the 13F portfolio, value $37,080,928.

    13F-HR 0001977044-25-000003 filed by PCA Investment Advisory Services Inc.
    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 52,825 shares
    Change vs previous 13F +7,907 shares

    15.69% of the 13F portfolio, value $29,682,370.

    13F-HR 0001977044-25-000002 filed by PCA Investment Advisory Services Inc.
    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 44,918 shares
    Change vs previous 13F not available

    12.24% of the 13F portfolio, value $26,442,481.

    13F-HR 0001977044-25-000001 filed by PCA Investment Advisory Services Inc.
    Filed (acceptance time not in the bulk data set), ingested

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