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Ritter Daniher Financial Advisory LLC / DE: IVV position timeline

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

Ritter Daniher Financial Advisory LLC / DE held 140,529 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 140,529 shares
    Change vs previous 13F -1,256 shares

    16.02% of the 13F portfolio, value $105,240,802.

    13F-HR 0001936603-26-000003 filed by Ritter Daniher Financial Advisory LLC / DE
    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 141,785 shares
    Change vs previous 13F -232 shares

    15.71% of the 13F portfolio, value $92,615,066.

    13F-HR 0001936603-26-000002 filed by Ritter Daniher Financial Advisory LLC / DE
    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 142,017 shares
    Change vs previous 13F -2,215 shares

    16.32% of the 13F portfolio, value $97,273,091.

    13F-HR 0001936603-26-000001 filed by Ritter Daniher Financial Advisory LLC / DE
    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 144,232 shares
    Change vs previous 13F +2,513 shares

    17% of the 13F portfolio, value $96,534,420.

    13F-HR 0001936603-25-000003 filed by Ritter Daniher Financial Advisory LLC / DE
    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 141,719 shares
    Change vs previous 13F +3,420 shares

    21.61% of the 13F portfolio, value $87,993,193.

    13F-HR 0001855205-25-000038 filed by Ritter Daniher Financial Advisory LLC / DE
    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 138,299 shares
    Change vs previous 13F +3,321 shares

    21.2% of the 13F portfolio, value $77,710,272.

    13F-HR 0001855205-25-000024 filed by Ritter Daniher Financial Advisory LLC / DE
    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 134,978 shares
    Change vs previous 13F +5,797 shares

    22.43% of the 13F portfolio, value $79,458,955.

    13F-HR 0001855205-25-000016 filed by Ritter Daniher Financial Advisory LLC / DE
    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 129,181 shares
    Change vs previous 13F not available

    21.66% of the 13F portfolio, value $74,513,950.

    13F-HR 0001855205-24-000052 filed by Ritter Daniher Financial Advisory LLC / DE
    Filed (acceptance time not in the bulk data set), ingested

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