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Savvy Advisors, Inc.: IVV position timeline

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

Savvy Advisors, Inc. held 115,160 IVV 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 115,160 shares
    Change vs previous 13F -9,138 shares

    1.84% of the 13F portfolio, value $86,242,007.

    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 124,298 shares
    Change vs previous 13F -4,338 shares

    2.18% of the 13F portfolio, value $81,192,747.

    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 128,636 shares
    Change vs previous 13F +28,195 shares

    2.85% of the 13F portfolio, value $88,108,279.

    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 100,441 shares
    Change vs previous 13F +21,869 shares

    3.09% of the 13F portfolio, value $67,225,368.

    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 78,572 shares
    Change vs previous 13F +64,983 shares

    3.26% of the 13F portfolio, value $48,785,560.

    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 13,589 shares
    Change vs previous 13F +6,806 shares

    0.77% of the 13F portfolio, value $7,635,877.

    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).

  7. period ended2024-12-31
    13F 6,783 shares
    Change vs previous 13F +1,484 shares

    0.48% of the 13F portfolio, value $3,992,800.

    13F-HR 0002003633-25-000002 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).

  8. period ended2024-09-30
    13F 5,299 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $3,056,579.

    13F-HR 0002003633-24-000005 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).