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Disclosery

Plan Group Financial, LLC: IVV position timeline

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

Plan Group Financial, LLC held 5,186 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,186 shares
    Change vs previous 13F -902 shares

    0.8% of the 13F portfolio, value $3,884,035.

    13F-HR 0001940033-26-000006 filed by Plan Group Financial, 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 6,088 shares
    Change vs previous 13F -1,607 shares

    0.93% of the 13F portfolio, value $3,976,786.

    13F-HR 0001940033-26-000004 filed by Plan Group Financial, 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 7,695 shares
    Change vs previous 13F -18 shares

    1.37% of the 13F portfolio, value $5,270,643.

    13F-HR 0001940033-26-000001 filed by Plan Group Financial, 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 7,713 shares
    Change vs previous 13F -1,180 shares

    1.39% of the 13F portfolio, value $5,162,340.

    13F-HR 0001940033-25-000007 filed by Plan Group Financial, 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 8,893 shares
    Change vs previous 13F +7,645 shares

    1.82% of the 13F portfolio, value $5,521,690.

    13F-HR 0001940033-25-000005 filed by Plan Group Financial, 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 1,248 shares
    Change vs previous 13F +495 shares

    0.25% of the 13F portfolio, value $701,275.

    13F-HR 0001940033-25-000003 filed by Plan Group Financial, 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 753 shares
    Change vs previous 13F -17 shares

    0.23% of the 13F portfolio, value $443,301.

    13F-HR 0001911391-25-000004 filed by Plan Group Financial, 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 770 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $444,176.

    13F-HR 0001940033-24-000005 filed by Plan Group Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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