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Pinion Investment Advisors, LLC: IVV position timeline

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

Pinion Investment Advisors, LLC held 62,470 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 62,470 shares
    Change vs previous 13F +15,135 shares

    8.88% of the 13F portfolio, value $46,782,931.

    13F-HR 0001738738-26-000005 filed by Pinion Investment Advisors, 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 47,335 shares
    Change vs previous 13F +6,117 shares

    7.22% of the 13F portfolio, value $30,919,811.

    13F-HR 0001738738-26-000002 filed by Pinion Investment 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 ended2025-12-31
    13F 41,218 shares
    Change vs previous 13F +6,864 shares

    6.89% of the 13F portfolio, value $28,231,677.

    13F-HR 0001738738-26-000001 filed by Pinion Investment 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 ended2025-09-30
    13F 34,354 shares
    Change vs previous 13F +6,933 shares

    6.39% of the 13F portfolio, value $23,378,698.

    13F-HR 0001738738-25-000006 filed by Pinion Investment 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 ended2025-06-30
    13F 27,421 shares
    Change vs previous 13F -7,881 shares

    5.87% of the 13F portfolio, value $17,025,454.

    13F-HR 0001738738-25-000004 filed by Pinion Investment 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 ended2025-03-31
    13F 35,302 shares
    Change vs previous 13F +20,303 shares

    4.37% of the 13F portfolio, value $19,836,220.

    13F-HR 0001738738-25-000003 filed by Pinion Investment 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 ended2024-12-31
    13F 14,999 shares
    Change vs previous 13F +7,587 shares

    3.51% of the 13F portfolio, value $8,829,843.

    13F-HR 0001738738-25-000001 filed by Pinion Investment 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 ended2024-09-30
    13F 7,412 shares
    Change vs previous 13F not available

    1.79% of the 13F portfolio, value $4,275,524.

    13F-HR 0001738738-24-000005 filed by Pinion Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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