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Disclosery

Snider Financial Group: IVV position timeline

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

Snider Financial Group held 71,089 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 71,089 shares
    Change vs previous 13F +5,552 shares

    13.55% of the 13F portfolio, value $53,238,069.

    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 65,537 shares
    Change vs previous 13F +2,902 shares

    12.92% of the 13F portfolio, value $42,809,251.

    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 62,635 shares
    Change vs previous 13F +3,046 shares

    11.43% of the 13F portfolio, value $42,901,246.

    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 59,589 shares
    Change vs previous 13F +212 shares

    10.88% of the 13F portfolio, value $39,883,125.

    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 59,377 shares
    Change vs previous 13F +2,318 shares

    10.63% of the 13F portfolio, value $36,866,958.

    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 57,059 shares
    Change vs previous 13F +402 shares

    10.42% of the 13F portfolio, value $32,061,592.

    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 56,657 shares
    Change vs previous 13F -2,378 shares

    10.33% of the 13F portfolio, value $33,352,755.

    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).

  8. period ended2024-09-30
    13F 59,035 shares
    Change vs previous 13F not available

    12.46% of the 13F portfolio, value $34,052,713.

    13F-HR 0001951757-24-001180 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).