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Salus Financial Advisors, LLC: IVV position timeline

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

Salus Financial Advisors, LLC held 68,895 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 68,895 shares
    Change vs previous 13F +2,901 shares

    25.44% of the 13F portfolio, value $51,595,078.

    13F-HR 0001951757-26-001126 filed by Salus Financial 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 65,994 shares
    Change vs previous 13F +778 shares

    25.14% of the 13F portfolio, value $43,108,241.

    13F-HR 0001951757-26-000714 filed by Salus Financial 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 65,216 shares
    Change vs previous 13F +1,302 shares

    26.77% of the 13F portfolio, value $44,668,784.

    13F-HR 0001951757-26-000242 filed by Salus Financial 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 63,914 shares
    Change vs previous 13F +1,811 shares

    26.38% of the 13F portfolio, value $42,777,314.

    13F-HR 0001951757-25-001315 filed by Salus Financial 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 62,103 shares
    Change vs previous 13F +983 shares

    25.91% of the 13F portfolio, value $38,559,632.

    13F-HR 0001951757-25-000998 filed by Salus Financial 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 61,120 shares
    Change vs previous 13F +43,041 shares

    25.97% of the 13F portfolio, value $34,343,260.

    13F-HR 0001951757-25-000451 filed by Salus Financial 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 18,079 shares
    Change vs previous 13F not available

    8.33% of the 13F portfolio, value $10,643,014.

    13F-HR 0001951757-25-000264 filed by Salus Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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