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Prime Capital Investment Advisors, LLC: IVV position timeline

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

Prime Capital Investment Advisors, LLC held 945,895 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 945,895 shares
    Change vs previous 13F +478,902 shares

    6.87% of the 13F portfolio, value $708,371,087.

    13F-HR 0001214659-26-009642 filed by Prime Capital 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 466,993 shares
    Change vs previous 13F +230,806 shares

    3.53% of the 13F portfolio, value $305,044,577.

    13F-HR 0001214659-26-005807 filed by Prime Capital 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 236,187 shares
    Change vs previous 13F +23,679 shares

    1.97% of the 13F portfolio, value $161,774,149.

    13F-HR 0001214659-26-000718 filed by Prime Capital 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 212,508 shares
    Change vs previous 13F -6,701 shares

    1.79% of the 13F portfolio, value $142,231,386.

    13F-HR 0001214659-25-015961 filed by Prime Capital 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 219,209 shares
    Change vs previous 13F -66,903 shares

    1.81% of the 13F portfolio, value $136,106,771.

    13F-HR 0001214659-25-010773 filed by Prime Capital 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 286,112 shares
    Change vs previous 13F +82,953 shares

    1.88% of the 13F portfolio, value $160,766,338.

    13F-HR 0001214659-25-007438 filed by Prime Capital 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 203,159 shares
    Change vs previous 13F +45,232 shares

    1.74% of the 13F portfolio, value $119,595,519.

    13F-HR 0001214659-25-002445 filed by Prime Capital 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 157,927 shares
    Change vs previous 13F not available

    1.3% of the 13F portfolio, value $91,095,451.

    13F-HR 0001214659-24-018432 filed by Prime Capital Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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