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Disclosery

Ranch Capital Advisors Inc.: IVV position timeline

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

Ranch Capital Advisors Inc. held 432 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 432 shares
    Change vs previous 13F +1 shares

    0.1% of the 13F portfolio, value $323,565.

    13F-HR 0001793269-26-000003 filed by Ranch Capital Advisors Inc.
    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 431 shares
    Change vs previous 13F -42 shares

    0.1% of the 13F portfolio, value $281,682.

    13F-HR 0001793269-26-000002 filed by Ranch Capital Advisors Inc.
    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 473 shares
    Change vs previous 13F -20 shares

    0.12% of the 13F portfolio, value $323,871.

    13F-HR 0001793269-26-000001 filed by Ranch Capital Advisors Inc.
    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 493 shares
    Change vs previous 13F +19 shares

    0.13% of the 13F portfolio, value $329,734.

    13F-HR 0001793269-25-000008 filed by Ranch Capital Advisors Inc.
    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 474 shares
    Change vs previous 13F -75 shares

    0.13% of the 13F portfolio, value $294,018.

    13F-HR 0001793269-25-000003 filed by Ranch Capital Advisors Inc.
    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 549 shares
    Change vs previous 13F -66 shares

    0.15% of the 13F portfolio, value $308,733.

    13F-HR 0001793269-25-000002 filed by Ranch Capital Advisors Inc.
    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 615 shares
    Change vs previous 13F +125 shares

    0.17% of the 13F portfolio, value $362,248.

    13F-HR 0001793269-25-000001 filed by Ranch Capital Advisors Inc.
    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 490 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $282,919.

    13F-HR 0001793269-24-000005 filed by Ranch Capital Advisors Inc.
    Filed (acceptance time not in the bulk data set), ingested

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