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Sincerus Advisory, LLC: IVV position timeline

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

Sincerus Advisory, LLC held 1,656 IVV shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 1,656 shares
    Change vs previous 13F -54 shares

    0.83% of the 13F portfolio, value $1,268,278.

    13F-HR 0002050968-26-000004 filed by Sincerus Advisory, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,710 shares
    Change vs previous 13F -54 shares

    0.87% of the 13F portfolio, value $1,280,325.

    13F-HR 0002050968-26-000003 filed by Sincerus Advisory, 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 1,764 shares
    Change vs previous 13F +212 shares

    0.87% of the 13F portfolio, value $1,152,105.

    13F-HR 0002050968-26-000002 filed by Sincerus Advisory, 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 1,552 shares
    Change vs previous 13F -10 shares

    0.85% of the 13F portfolio, value $1,062,802.

    13F-HR 0002050968-26-000001 filed by Sincerus Advisory, 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 1,562 shares
    Change vs previous 13F -3 shares

    0.9% of the 13F portfolio, value $1,045,520.

    13F-HR 0002050968-25-000002 filed by Sincerus Advisory, 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 1,565 shares
    Change vs previous 13F +117 shares

    0.94% of the 13F portfolio, value $1,001,834.

    13F-HR 0001754960-25-000484 filed by Sincerus Advisory, 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 1,448 shares
    Change vs previous 13F -9 shares

    0.86% of the 13F portfolio, value $813,812.

    13F-HR 0001754960-25-000228 filed by Sincerus Advisory, 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 1,457 shares
    Change vs previous 13F not available

    0.92% of the 13F portfolio, value $857,602.

    13F-HR 0001754960-25-000099 filed by Sincerus Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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