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Disclosery

S Harris Financial Group, LLC: IVV position timeline

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

S Harris Financial Group, LLC held 2,931 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,931 shares
    Change vs previous 13F -15 shares

    1.7% of the 13F portfolio, value $2,194,801.

    13F-HR 0001951757-26-001054 filed by S Harris Financial Group, 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 2,946 shares
    Change vs previous 13F -80 shares

    1.75% of the 13F portfolio, value $1,924,101.

    13F-HR 0001951757-26-000656 filed by S Harris Financial Group, 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 3,026 shares
    Change vs previous 13F not available

    1.99% of the 13F portfolio, value $2,072,954.

    13F-HR 0001951757-26-000503 filed by S Harris Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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