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Pure Financial Advisors, LLC: IVV position timeline

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

Pure Financial Advisors, LLC held 196,358 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 196,358 shares
    Change vs previous 13F -123 shares

    1.87% of the 13F portfolio, value $147,050,454.

    13F-HR 0001571556-26-000005 filed by Pure 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 196,481 shares
    Change vs previous 13F +14,520 shares

    1.84% of the 13F portfolio, value $128,343,606.

    13F-HR 0001571556-26-000004 filed by Pure 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/A 181,961 shares
    Change vs previous 13F +4,386 shares

    1.84% of the 13F portfolio, value $124,632,451.

    13F-HR 0001571556-26-000001 filed by Pure 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 177,575 shares
    Change vs previous 13F +3,241 shares

    1.89% of the 13F portfolio, value $118,851,218.

    13F-HR 0001571556-25-000007 filed by Pure Financial 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 174,334 shares
    Change vs previous 13F +115,228 shares

    1.91% of the 13F portfolio, value $108,243,814.

    13F-HR 0001571556-25-000005 filed by Pure Financial 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 59,106 shares
    Change vs previous 13F +19,887 shares

    0.69% of the 13F portfolio, value $33,211,825.

    13F-HR 0001571556-25-000003 filed by Pure Financial 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 39,219 shares
    Change vs previous 13F +1,852 shares

    0.52% of the 13F portfolio, value $23,087,242.

    13F-HR 0001571556-25-000001 filed by Pure Financial 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 37,367 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $21,553,815.

    13F-HR 0001571556-24-000006 filed by Pure Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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