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Resonant Capital Advisors, LLC: IVV position timeline

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

Resonant Capital Advisors, LLC held 235,812 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 235,812 shares
    Change vs previous 13F -6,270 shares

    8.44% of the 13F portfolio, value $176,597,108.

    13F-HR 0002085853-26-000857 filed by Resonant Capital 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 242,082 shares
    Change vs previous 13F +33,296 shares

    8.31% of the 13F portfolio, value $158,130,210.

    13F-HR 0002085853-26-000527 filed by Resonant Capital 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 208,786 shares
    Change vs previous 13F +5,816 shares

    7.86% of the 13F portfolio, value $143,005,657.

    13F-HR 0002085853-26-000137 filed by Resonant Capital 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 202,970 shares
    Change vs previous 13F +44,832 shares

    7.92% of the 13F portfolio, value $135,847,669.

    13F-HR 0002085853-25-000183 filed by Resonant Capital 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 158,138 shares
    Change vs previous 13F +8,898 shares

    6.27% of the 13F portfolio, value $98,187,690.

    13F-HR 0001667731-25-001034 filed by Resonant Capital 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 149,240 shares
    Change vs previous 13F +5,940 shares

    5.85% of the 13F portfolio, value $83,858,028.

    13F-HR 0001667731-25-000543 filed by Resonant Capital 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 143,300 shares
    Change vs previous 13F +2,695 shares

    6.16% of the 13F portfolio, value $84,358,034.

    13F-HR 0001667731-25-000129 filed by Resonant Capital 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 140,605 shares
    Change vs previous 13F not available

    5.96% of the 13F portfolio, value $81,103,585.

    13F-HR 0001803236-24-000005 filed by Resonant Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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