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Disclosery

Roth Financial Partners LLC: IVV position timeline

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

Roth Financial Partners LLC held 102,393 IVV shares at 2026-09-30 per its 13F-HR filed 2026-10-06.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 102,393 shares
    Change vs previous 13F -138 shares

    23.43% of the 13F portfolio, value $78,418,762.

    13F-HR 0001840888-26-000005 filed by Roth Financial Partners LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 102,531 shares
    Change vs previous 13F +4,887 shares

    22.83% of the 13F portfolio, value $76,781,404.

    13F-HR 0001840888-26-000003 filed by Roth Financial Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 97,644 shares
    Change vs previous 13F +3,860 shares

    21.78% of the 13F portfolio, value $63,778,107.

    13F-HR 0001840888-26-000002 filed by Roth Financial Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 93,784 shares
    Change vs previous 13F -251 shares

    21.19% of the 13F portfolio, value $64,236,413.

    13F-HR 0001840888-26-000001 filed by Roth Financial Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 94,035 shares
    Change vs previous 13F +1,121 shares

    21.21% of the 13F portfolio, value $62,937,626.

    13F-HR 0001840888-25-000010 filed by Roth Financial Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 92,914 shares
    Change vs previous 13F -1,036 shares

    20.8% of the 13F portfolio, value $57,690,303.

    13F-HR 0001840888-25-000004 filed by Roth Financial Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 93,950 shares
    Change vs previous 13F +2,489 shares

    20.85% of the 13F portfolio, value $52,790,505.

    13F-HR 0001840888-25-000003 filed by Roth Financial Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 91,461 shares
    Change vs previous 13F not available

    21.43% of the 13F portfolio, value $53,841,261.

    13F-HR 0001840888-25-000001 filed by Roth Financial Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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