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Disclosery

Shade Tree Advisors LLC: IVV position timeline

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

Shade Tree Advisors LLC held 2,723 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,723 shares
    Change vs previous 13F +1 shares

    1.19% of the 13F portfolio, value $2,039,163.

    13F-HR 0001172661-26-003024 filed by Shade Tree Advisors 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 2,722 shares
    Change vs previous 13F 0 shares

    1.27% of the 13F portfolio, value $1,778,260.

    13F-HR 0001172661-26-001715 filed by Shade Tree 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 ended2025-12-31
    13F 2,722 shares
    Change vs previous 13F not available

    1.42% of the 13F portfolio, value $1,864,240.

    13F-HR 0001172661-26-000472 filed by Shade Tree Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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