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Providence Financial Advisors, LLC: IVV position timeline

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

Providence Financial Advisors, LLC held 34,810 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 34,810 shares
    Change vs previous 13F +975 shares

    14.83% of the 13F portfolio, value $26,069,157.

    13F-HR 0002072264-26-000006 filed by Providence Financial 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 33,835 shares
    Change vs previous 13F +722 shares

    12.6% of the 13F portfolio, value $22,101,237.

    13F-HR 0002072264-26-000004 filed by Providence Financial 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 33,113 shares
    Change vs previous 13F -975 shares

    22.62% of the 13F portfolio, value $22,680,599.

    13F-HR 0002072264-26-000002 filed by Providence Financial 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 34,088 shares
    Change vs previous 13F not available

    21.76% of the 13F portfolio, value $22,815,129.

    13F-HR 0002072264-25-000004 filed by Providence Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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