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Sandbox Financial Partners, LLC: IVV position timeline

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

Sandbox Financial Partners, LLC held 1,678 IVV shares at 2026-03-31 per its 13F-HR filed 2026-04-08.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 1,678 shares
    Change vs previous 13F -24 shares

    0.31% of the 13F portfolio, value $1,096,096.

    13F-HR 0001951757-26-000530 filed by Sandbox Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 1,702 shares
    Change vs previous 13F +14 shares

    0.32% of the 13F portfolio, value $1,165,699.

    13F-HR 0001951757-26-000028 filed by Sandbox Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 1,688 shares
    Change vs previous 13F +25 shares

    0.32% of the 13F portfolio, value $1,129,464.

    13F-HR 0001951757-25-001157 filed by Sandbox Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 1,663 shares
    Change vs previous 13F +3 shares

    0.33% of the 13F portfolio, value $1,032,704.

    13F-HR 0001951757-25-000593 filed by Sandbox Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 1,660 shares
    Change vs previous 13F +6 shares

    0.33% of the 13F portfolio, value $932,871.

    13F-HR 0001951757-25-000323 filed by Sandbox Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 1,654 shares
    Change vs previous 13F +18 shares

    0.32% of the 13F portfolio, value $973,525.

    13F-HR 0001951757-25-000044 filed by Sandbox Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 1,636 shares
    Change vs previous 13F +3 shares

    0.33% of the 13F portfolio, value $943,668.

    13F-HR 0001951757-24-000975 filed by Sandbox Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 1,633 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $893,385.

    13F-HR 0001951757-24-000507 filed by Sandbox Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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