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Sanctuary Advisors, LLC: IVV position timeline

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

Sanctuary Advisors, LLC held 723,733 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 723,733 shares
    Change vs previous 13F +243,741 shares

    2.52% of the 13F portfolio, value $541,996,050.

    13F-HR 0001777271-26-000007 filed by Sanctuary 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 479,992 shares
    Change vs previous 13F +26,499 shares

    1.69% of the 13F portfolio, value $313,535,614.

    13F-HR 0001777271-26-000006 filed by Sanctuary 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 453,493 shares
    Change vs previous 13F +130,368 shares

    1.7% of the 13F portfolio, value $310,615,784.

    13F-HR 0001777271-26-000005 filed by Sanctuary 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/A 323,125 shares
    Change vs previous 13F -67,464 shares

    1.24% of the 13F portfolio, value $216,267,801.

    13F-HR/A 0001777271-26-000004 filed by Sanctuary 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 390,589 shares
    Change vs previous 13F -110,527 shares

    1.5% of the 13F portfolio, value $242,516,677.

    13F-HR 0001777271-26-000002 filed by Sanctuary 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 501,116 shares
    Change vs previous 13F -37,900 shares

    1.98% of the 13F portfolio, value $281,576,845.

    13F-HR 0001777271-26-000001 filed by Sanctuary 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 539,016 shares
    Change vs previous 13F -3,372 shares

    2.07% of the 13F portfolio, value $327,689,316.

    13F-HR 0001777271-25-000001 filed by Sanctuary 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 542,388 shares
    Change vs previous 13F not available

    2.06% of the 13F portfolio, value $324,592,206.

    13F-HR 0001777271-24-000005 filed by Sanctuary Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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