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RTD Financial Advisors, Inc.: IVV position timeline

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

RTD Financial Advisors, Inc. held 153,036 IVV shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 153,036 shares
    Change vs previous 13F +1,298 shares

    12.82% of the 13F portfolio, value $117,202,728.

    13F-HR 0002085853-26-001132 filed by RTD Financial Advisors, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 151,738 shares
    Change vs previous 13F +2,789 shares

    12.39% of the 13F portfolio, value $113,635,430.

    13F-HR 0002085853-26-000702 filed by RTD Financial Advisors, Inc.
    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 148,949 shares
    Change vs previous 13F +6,156 shares

    11.96% of the 13F portfolio, value $97,294,987.

    13F-HR 0002085853-26-000354 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 142,793 shares
    Change vs previous 13F +1,314 shares

    11.93% of the 13F portfolio, value $97,804,345.

    13F-HR 0002085853-26-000107 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 141,479 shares
    Change vs previous 13F +1,549 shares

    11.38% of the 13F portfolio, value $94,692,198.

    13F-HR 0002085853-25-000083 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 139,930 shares
    Change vs previous 13F -4,538 shares

    11.12% of the 13F portfolio, value $86,882,247.

    13F-HR 0001667731-25-000803 filed by RTD Financial Advisors, Inc.
    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 144,468 shares
    Change vs previous 13F -4,963 shares

    10.91% of the 13F portfolio, value $81,176,669.

    13F-HR 0001667731-25-000437 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 149,431 shares
    Change vs previous 13F not available

    11.28% of the 13F portfolio, value $87,967,005.

    13F-HR 0001667731-25-000067 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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