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Smith Thornton Advisors LLC: IVV position timeline

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

Smith Thornton Advisors LLC held 8,043 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,043 shares
    Change vs previous 13F +251 shares

    2.67% of the 13F portfolio, value $6,053,262.

    13F-HR 0002032436-26-000006 filed by Smith Thornton 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 7,792 shares
    Change vs previous 13F -73 shares

    2.56% of the 13F portfolio, value $5,089,570.

    13F-HR 0002032436-26-000004 filed by Smith Thornton 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 7,865 shares
    Change vs previous 13F +49 shares

    2.74% of the 13F portfolio, value $5,386,983.

    13F-HR 0002032436-26-000002 filed by Smith Thornton Advisors 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 7,816 shares
    Change vs previous 13F +110 shares

    2.74% of the 13F portfolio, value $5,231,220.

    13F-HR 0002032436-25-000010 filed by Smith Thornton Advisors 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 7,706 shares
    Change vs previous 13F +3,449 shares

    2.75% of the 13F portfolio, value $4,784,538.

    13F-HR 0002032436-25-000005 filed by Smith Thornton Advisors 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 4,257 shares
    Change vs previous 13F -296 shares

    1.49% of the 13F portfolio, value $2,391,994.

    13F-HR 0002032436-25-000003 filed by Smith Thornton Advisors 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 4,553 shares
    Change vs previous 13F -64 shares

    1.69% of the 13F portfolio, value $2,680,245.

    13F-HR 0002032436-25-000002 filed by Smith Thornton Advisors 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 4,617 shares
    Change vs previous 13F not available

    1.75% of the 13F portfolio, value $2,663,037.

    13F-HR 0002032436-24-000006 filed by Smith Thornton Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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