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Disclosery

Round Rock Advisors LLC: IVV position timeline

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

Round Rock Advisors LLC held 4,343 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,343 shares
    Change vs previous 13F +171 shares

    0.42% of the 13F portfolio, value $3,252,429.

    13F-HR 0001951757-26-001257 filed by Round Rock 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 4,172 shares
    Change vs previous 13F +1,348 shares

    0.42% of the 13F portfolio, value $2,725,192.

    13F-HR 0001951757-26-000878 filed by Round Rock 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/A 2,824 shares
    Change vs previous 13F +226 shares

    0.29% of the 13F portfolio, value $1,934,271.

    13F-HR/A 0001951757-26-000520 filed by Round Rock 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 2,598 shares
    Change vs previous 13F +47 shares

    0.27% of the 13F portfolio, value $1,735,254.

    13F-HR 0001951757-25-001443 filed by Round Rock 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 2,551 shares
    Change vs previous 13F -113 shares

    0.27% of the 13F portfolio, value $1,582,700.

    13F-HR 0001951757-25-001039 filed by Round Rock 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 2,664 shares
    Change vs previous 13F +13 shares

    0.28% of the 13F portfolio, value $1,496,920.

    13F-HR 0001951757-25-000487 filed by Round Rock 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 2,651 shares
    Change vs previous 13F -40 shares

    0.32% of the 13F portfolio, value $1,560,676.

    13F-HR 0001951757-25-000115 filed by Round Rock 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 2,691 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $1,552,439.

    13F-HR 0001951757-24-001162 filed by Round Rock Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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