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Disclosery

SMI Advisory Services, LLC: IVV position timeline

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

SMI Advisory Services, LLC held 24,446 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,446 shares
    Change vs previous 13F +310 shares

    2.99% of the 13F portfolio, value $18,450,802.

    13F-HR 0001609008-26-000003 filed by SMI Advisory Services, 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 24,136 shares
    Change vs previous 13F -4,109 shares

    2.63% of the 13F portfolio, value $15,974,785.

    13F-HR 0001609008-26-000002 filed by SMI Advisory Services, 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 28,245 shares
    Change vs previous 13F -5,947 shares

    3.4% of the 13F portfolio, value $19,721,609.

    13F-HR 0001609008-26-000001 filed by SMI Advisory Services, 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 34,192 shares
    Change vs previous 13F -446 shares

    4.35% of the 13F portfolio, value $22,991,840.

    13F-HR 0001609008-25-000006 filed by SMI Advisory Services, 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 34,638 shares
    Change vs previous 13F +3,437 shares

    4.2% of the 13F portfolio, value $21,726,792.

    13F-HR 0001609008-25-000004 filed by SMI Advisory Services, 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 31,201 shares
    Change vs previous 13F +5,852 shares

    3.57% of the 13F portfolio, value $15,799,397.

    13F-HR 0001609008-25-000003 filed by SMI Advisory Services, 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 25,349 shares
    Change vs previous 13F +351 shares

    3.42% of the 13F portfolio, value $14,808,640.

    13F-HR 0001609008-25-000001 filed by SMI Advisory Services, 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 24,998 shares
    Change vs previous 13F not available

    3.19% of the 13F portfolio, value $14,391,169.

    13F-HR 0001609008-24-000004 filed by SMI Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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