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RICHARDSON FINANCIAL SERVICES INC.: IVV position timeline

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

RICHARDSON FINANCIAL SERVICES INC. held 712 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 712 shares
    Change vs previous 13F +3 shares

    0.3% of the 13F portfolio, value $533,209.

    13F-HR 0002012303-26-000003 filed by RICHARDSON FINANCIAL SERVICES 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 709 shares
    Change vs previous 13F +32 shares

    0.29% of the 13F portfolio, value $463,126.

    13F-HR 0002012303-26-000002 filed by RICHARDSON FINANCIAL SERVICES 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 677 shares
    Change vs previous 13F -2,038 shares

    0.09% of the 13F portfolio, value $285,688.

    13F-HR 0002012303-26-000001 filed by RICHARDSON FINANCIAL SERVICES 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 2,715 shares
    Change vs previous 13F +2,295 shares

    0.79% of the 13F portfolio, value $1,271,710.

    13F-HR 0002012303-25-000009 filed by RICHARDSON FINANCIAL SERVICES 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 420 shares
    Change vs previous 13F -195 shares

    0.18% of the 13F portfolio, value $260,732.

    13F-HR 0002012303-25-000003 filed by RICHARDSON FINANCIAL SERVICES 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 615 shares
    Change vs previous 13F +388 shares

    0.26% of the 13F portfolio, value $345,570.

    13F-HR 0002012303-25-000002 filed by RICHARDSON FINANCIAL SERVICES 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 227 shares
    Change vs previous 13F -511 shares

    0.09% of the 13F portfolio, value $133,633.

    13F-HR 0002012303-25-000001 filed by RICHARDSON FINANCIAL SERVICES 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 738 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $410,543.

    13F-HR 0002012303-24-000006 filed by RICHARDSON FINANCIAL SERVICES INC.
    Filed (acceptance time not in the bulk data set), ingested

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