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Disclosery

Serenity Investment Advisors: IVV position timeline

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

Serenity Investment Advisors held 580 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 580 shares
    Change vs previous 13F -51 shares

    0.19% of the 13F portfolio, value $444,280.

    13F-HR 0002105389-26-000003 filed by Serenity Investment Advisors
    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 631 shares
    Change vs previous 13F +200 shares

    0.22% of the 13F portfolio, value $472,794.

    13F-HR 0002105389-26-000002 filed by Serenity Investment Advisors
    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 431 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $298,821.

    13F-HR 0002105389-26-000001 filed by Serenity Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

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