Skip to content
Disclosery

Smith Anglin Financial, LLC: IVV position timeline

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

Smith Anglin Financial, LLC held 11,604 IVV shares at 2025-06-30 per its 13F-HR filed 2025-07-17.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 11,604 shares
    Change vs previous 13F -16,709 shares

    0.65% of the 13F portfolio, value $7,205,196.

    13F-HR 0001553540-25-000005 filed by Smith Anglin Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 28,313 shares
    Change vs previous 13F -787 shares

    1.68% of the 13F portfolio, value $15,909,280.

    13F-HR 0001553540-25-000004 filed by Smith Anglin Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 29,100 shares
    Change vs previous 13F +194 shares

    1.61% of the 13F portfolio, value $17,130,840.

    13F-HR 0001553540-25-000001 filed by Smith Anglin Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 28,906 shares
    Change vs previous 13F -108,631 shares

    1.61% of the 13F portfolio, value $16,673,426.

    13F-HR 0001553540-24-000006 filed by Smith Anglin Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 137,537 shares
    Change vs previous 13F +1,291 shares

    7.61% of the 13F portfolio, value $75,264,458.

    13F-HR 0001553540-24-000004 filed by Smith Anglin Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 136,246 shares
    Change vs previous 13F -13,813 shares

    7.4% of the 13F portfolio, value $71,628,530.

    13F-HR 0001553540-24-000003 filed by Smith Anglin Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 150,059 shares
    Change vs previous 13F +1,230 shares

    8.22% of the 13F portfolio, value $71,672,462.

    13F-HR 0001553540-24-000002 filed by Smith Anglin Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 148,829 shares
    Change vs previous 13F not available

    7.77% of the 13F portfolio, value $63,911,569.

    13F-HR 0001553540-23-000005 filed by Smith Anglin Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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