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Disclosery

REBALANCE, LLC: IVV position timeline

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

REBALANCE, LLC held 2,796 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,796 shares
    Change vs previous 13F -44 shares

    0.11% of the 13F portfolio, value $2,094,109.

    13F-HR 0001811052-26-000007 filed by REBALANCE, 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 2,840 shares
    Change vs previous 13F +7 shares

    0.11% of the 13F portfolio, value $1,855,170.

    13F-HR 0001811052-26-000006 filed by REBALANCE, 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 2,833 shares
    Change vs previous 13F +22 shares

    0.11% of the 13F portfolio, value $1,940,134.

    13F-HR 0001811052-26-000002 filed by REBALANCE, 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 2,811 shares
    Change vs previous 13F +9 shares

    0.11% of the 13F portfolio, value $1,881,107.

    13F-HR 0001811052-25-000007 filed by REBALANCE, 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 2,802 shares
    Change vs previous 13F +9 shares

    0.12% of the 13F portfolio, value $1,739,860.

    13F-HR 0001811052-25-000006 filed by REBALANCE, 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 2,793 shares
    Change vs previous 13F +410 shares

    0.12% of the 13F portfolio, value $1,569,643.

    13F-HR 0001811052-25-000005 filed by REBALANCE, 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 2,383 shares
    Change vs previous 13F -81 shares

    0.1% of the 13F portfolio, value $1,403,008.

    13F-HR 0001811052-25-000002 filed by REBALANCE, 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 2,464 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,421,114.

    13F-HR 0001811052-24-000008 filed by REBALANCE, LLC
    Filed (acceptance time not in the bulk data set), ingested

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