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SFM, LLC: IVV position timeline

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

SFM, LLC held 14,296 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,296 shares
    Change vs previous 13F -629 shares

    5.49% of the 13F portfolio, value $10,706,094.

    13F-HR 0002064225-26-000004 filed by SFM, LLC
    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 14,925 shares
    Change vs previous 13F -314 shares

    5.89% of the 13F portfolio, value $9,749,276.

    13F-HR 0002064225-26-000002 filed by SFM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 15,239 shares
    Change vs previous 13F -162 shares

    6.12% of the 13F portfolio, value $10,438,070.

    13F-HR 0002064225-26-000001 filed by SFM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 15,401 shares
    Change vs previous 13F -304 shares

    5.99% of the 13F portfolio, value $10,308,140.

    13F-HR 0002064225-25-000001 filed by SFM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 15,705 shares
    Change vs previous 13F +6,958 shares

    6.26% of the 13F portfolio, value $9,750,926.

    13F-HR 0001085146-25-003911 filed by SFM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 8,747 shares
    Change vs previous 13F -161 shares

    3.61% of the 13F portfolio, value $4,915,216.

    13F-HR 0001085146-25-002154 filed by SFM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 8,908 shares
    Change vs previous 13F +64 shares

    3.7% of the 13F portfolio, value $5,244,246.

    13F-HR 0001085146-25-002153 filed by SFM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 8,844 shares
    Change vs previous 13F not available

    3.82% of the 13F portfolio, value $5,101,669.

    13F-HR 0001085146-25-002152 filed by SFM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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