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Richwood Investment Advisors, LLC: IVV position timeline

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

Richwood Investment Advisors, LLC held 39,165 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 39,165 shares
    Change vs previous 13F -987 shares

    20.63% of the 13F portfolio, value $29,330,464.

    13F-HR 0001172661-26-002898 filed by Richwood Investment 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 40,152 shares
    Change vs previous 13F +569 shares

    20.21% of the 13F portfolio, value $26,228,178.

    13F-HR 0001172661-26-002346 filed by Richwood Investment 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 39,583 shares
    Change vs previous 13F +2,118 shares

    19.72% of the 13F portfolio, value $27,462,414.

    13F-HR 0001172661-26-000670 filed by Richwood Investment 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 37,465 shares
    Change vs previous 13F +500 shares

    19.65% of the 13F portfolio, value $25,075,826.

    13F-HR 0001172661-25-004302 filed by Richwood Investment 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 36,965 shares
    Change vs previous 13F +1,048 shares

    18.85% of the 13F portfolio, value $22,951,413.

    13F-HR 0001172661-25-002681 filed by Richwood Investment 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 35,917 shares
    Change vs previous 13F +1,071 shares

    17.16% of the 13F portfolio, value $20,181,622.

    13F-HR 0001172661-25-002141 filed by Richwood Investment 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 34,846 shares
    Change vs previous 13F +1,582 shares

    17.1% of the 13F portfolio, value $20,513,143.

    13F-HR 0001172661-25-000655 filed by Richwood Investment 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 33,264 shares
    Change vs previous 13F not available

    15.87% of the 13F portfolio, value $19,187,340.

    13F-HR 0001172661-24-004251 filed by Richwood Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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