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Disclosery

RATIONAL ADVISORS, INC.: IVV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of RATIONAL ADVISORS, INC. on IVV, newest first. How the timeline and the estimate are built.

RATIONAL ADVISORS, INC. held 69,863 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 69,863 shares
    Change vs previous 13F +17,096 shares

    4.8% of the 13F portfolio, value $52,319,703.

    13F-HR 0001580642-26-004576 filed by RATIONAL 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 52,767 shares
    Change vs previous 13F -14,985 shares

    3.52% of the 13F portfolio, value $34,467,931.

    13F-HR 0001580642-26-003009 filed by RATIONAL 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 67,752 shares
    Change vs previous 13F -1,681 shares

    4.75% of the 13F portfolio, value $46,406,055.

    13F-HR 0001580642-26-000967 filed by RATIONAL 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 69,433 shares
    Change vs previous 13F +858 shares

    4.62% of the 13F portfolio, value $46,471,507.

    13F-HR 0001580642-25-007222 filed by RATIONAL 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 68,575 shares
    Change vs previous 13F -40,629 shares

    4.22% of the 13F portfolio, value $42,578,218.

    13F-HR 0001162044-25-000770 filed by RATIONAL 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 109,204 shares
    Change vs previous 13F +8,018 shares

    6.19% of the 13F portfolio, value $61,361,728.

    13F-HR 0001162044-25-000468 filed by RATIONAL 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 101,186 shares
    Change vs previous 13F +9,791 shares

    5.82% of the 13F portfolio, value $59,566,174.

    13F-HR 0001162044-25-000114 filed by RATIONAL 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 91,395 shares
    Change vs previous 13F not available

    5.07% of the 13F portfolio, value $52,718,464.

    13F-HR 0001162044-24-001178 filed by RATIONAL ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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