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Polaris Investment Advisors, LLC: IVV position timeline

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

Polaris Investment Advisors, LLC held 32,049 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 32,049 shares
    Change vs previous 13F +8,956 shares

    15.37% of the 13F portfolio, value $24,001,461.

    13F-HR 0001951757-26-000960 filed by Polaris 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 23,093 shares
    Change vs previous 13F +2,849 shares

    11% of the 13F portfolio, value $15,084,442.

    13F-HR 0001951757-26-000669 filed by Polaris 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 20,244 shares
    Change vs previous 13F not available

    10.02% of the 13F portfolio, value $13,865,795.

    13F-HR 0001951757-26-000148 filed by Polaris Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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