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Disclosery

PKS Advisory Services, LLC: IVV position timeline

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

PKS Advisory Services, LLC held 74,832 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 74,832 shares
    Change vs previous 13F +67,258 shares

    8.94% of the 13F portfolio, value $56,047,558.

    13F-HR 0001605401-26-000003 filed by PKS Advisory Services, 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 7,574 shares
    Change vs previous 13F -65,348 shares

    11.03% of the 13F portfolio, value $47,435,244.

    13F-HR 0001605401-26-000002 filed by PKS Advisory Services, 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 72,922 shares
    Change vs previous 13F -1,247 shares

    11.39% of the 13F portfolio, value $49,947,291.

    13F-HR 0001605401-26-000001 filed by PKS Advisory Services, 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 74,169 shares
    Change vs previous 13F -1,536 shares

    10.37% of the 13F portfolio, value $49,641,112.

    13F-HR 0001605401-25-000005 filed by PKS Advisory Services, 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 75,705 shares
    Change vs previous 13F -204 shares

    11.96% of the 13F portfolio, value $47,005,270.

    13F-HR 0001221073-25-000075 filed by PKS Advisory Services, 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 75,909 shares
    Change vs previous 13F +4,013 shares

    11.67% of the 13F portfolio, value $42,653,801.

    13F-HR 0001221073-25-000056 filed by PKS Advisory Services, 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 71,896 shares
    Change vs previous 13F not available

    10.59% of the 13F portfolio, value $42,324,199.

    13F-HR 0001221073-25-000032 filed by PKS Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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