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Disclosery

Proficio Capital Partners LLC: IVV position timeline

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

Proficio Capital Partners LLC held 28,056 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,056 shares
    Change vs previous 13F +6,385 shares

    0.75% of the 13F portfolio, value $21,010,491.

    13F-HR 0001214659-26-010442 filed by Proficio Capital Partners 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 21,671 shares
    Change vs previous 13F -2,004 shares

    0.76% of the 13F portfolio, value $14,155,908.

    13F-HR 0001214659-26-006130 filed by Proficio Capital Partners 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 23,675 shares
    Change vs previous 13F +2,425 shares

    1.14% of the 13F portfolio, value $16,215,701.

    13F-HR 0001214659-26-001534 filed by Proficio Capital Partners 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/A 21,250 shares
    Change vs previous 13F -5,355 shares

    0.98% of the 13F portfolio, value $14,222,341.

    13F-HR/A 0001214659-25-016818 filed by Proficio Capital Partners 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 26,605 shares
    Change vs previous 13F -721 shares

    1.03% of the 13F portfolio, value $16,519,067.

    13F-HR 0001214659-25-011672 filed by Proficio Capital Partners 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 27,326 shares
    Change vs previous 13F -124 shares

    1.19% of the 13F portfolio, value $15,380,199.

    13F-HR 0001214659-25-007000 filed by Proficio Capital Partners 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/A 27,450 shares
    Change vs previous 13F +7,307 shares

    1.31% of the 13F portfolio, value $16,159,467.

    13F-HR/A 0001214659-25-002094 filed by Proficio Capital Partners 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 20,143 shares
    Change vs previous 13F not available

    1.16% of the 13F portfolio, value $11,618,998.

    13F-HR 0001214659-24-018255 filed by Proficio Capital Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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