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Scott Capital Advisors, LLC: IVV position timeline

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

Scott Capital Advisors, LLC held 3,165 IVV shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 3,165 shares
    Change vs previous 13F -295 shares

    0.35% of the 13F portfolio, value $2,470,653.

    13F-HR 0001085146-26-000886 filed by Scott Capital Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 3,460 shares
    Change vs previous 13F +7 shares

    0.41% of the 13F portfolio, value $2,591,365.

    13F-HR 0001905673-26-000003 filed by Scott Capital 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 ended2026-03-31
    13F 3,453 shares
    Change vs previous 13F +214 shares

    0.48% of the 13F portfolio, value $2,357,187.

    13F-HR 0001905673-26-000002 filed by Scott Capital 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 ended2025-12-31
    13F 3,239 shares
    Change vs previous 13F +10 shares

    0.49% of the 13F portfolio, value $2,218,465.

    13F-HR 0001905673-26-000001 filed by Scott Capital 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 ended2025-09-30
    13F 3,229 shares
    Change vs previous 13F +8 shares

    0.49% of the 13F portfolio, value $2,184,471.

    13F-HR 0001905673-25-000003 filed by Scott Capital 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 ended2025-06-30
    13F 3,221 shares
    Change vs previous 13F +68 shares

    0.55% of the 13F portfolio, value $2,019,972.

    13F-HR 0001085146-25-003768 filed by Scott Capital 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 ended2025-03-31
    13F 3,153 shares
    Change vs previous 13F +98 shares

    0.53% of the 13F portfolio, value $1,771,820.

    13F-HR 0001085146-25-002138 filed by Scott Capital 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 ended2024-12-31
    13F 3,055 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $1,784,710.

    13F-HR 0001085146-25-000256 filed by Scott Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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