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Savvy Advisors, Inc.: ICVT position timeline

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

Savvy Advisors, Inc. held 51,407 ICVT shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 51,407 shares
    Change vs previous 13F +11,340 shares

    0.13% of the 13F portfolio, value $6,258,320.

    13F-HR 0002003633-26-000004 filed by Savvy Advisors, Inc.
    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 40,067 shares
    Change vs previous 13F +25,450 shares

    0.11% of the 13F portfolio, value $4,078,442.

    13F-HR 0002003633-26-000003 filed by Savvy 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 ended2025-12-31
    13F 14,617 shares
    Change vs previous 13F +2,409 shares

    0.05% of the 13F portfolio, value $1,439,815.

    13F-HR 0002003633-26-000001 filed by Savvy 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 ended2025-09-30
    13F 12,208 shares
    Change vs previous 13F +4,080 shares

    0.06% of the 13F portfolio, value $1,221,455.

    13F-HR 0002003633-25-000008 filed by Savvy 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 ended2025-06-30
    13F 8,128 shares
    Change vs previous 13F +166 shares

    0.05% of the 13F portfolio, value $732,338.

    13F-HR 0002003633-25-000005 filed by Savvy 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 ended2025-03-31
    13F 7,962 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $665,685.

    13F-HR 0002003633-25-000004 filed by Savvy Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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