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Snider Financial Group: IVOO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Snider Financial Group on IVOO, newest first. How the timeline and the estimate are built.

Snider Financial Group held 1,971 IVOO 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 1,971 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $257,018.

    13F-HR 0001951757-26-000994 filed by Snider Financial Group
    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 1,971 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $225,325.

    13F-HR 0001951757-26-000608 filed by Snider Financial Group
    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 1,971 shares
    Change vs previous 13F -103 shares

    0.06% of the 13F portfolio, value $220,358.

    13F-HR 0001951757-26-000257 filed by Snider Financial Group
    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 2,074 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $228,928.

    13F-HR 0001951757-25-001312 filed by Snider Financial Group
    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 2,074 shares
    Change vs previous 13F -15 shares

    0.06% of the 13F portfolio, value $217,729.

    13F-HR 0001951757-25-001029 filed by Snider Financial Group
    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 2,089 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $206,184.

    13F-HR 0001951757-25-000328 filed by Snider Financial Group
    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 2,089 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $220,390.

    13F-HR 0001951757-25-000191 filed by Snider Financial Group
    Filed (acceptance time not in the bulk data set), ingested

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