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Disclosery

Somnio Financial Group, LLC: IVV position timeline

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

Somnio Financial Group, LLC held 59,020 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 59,020 shares
    Change vs previous 13F -165 shares

    26.19% of the 13F portfolio, value $44,199,594.

    13F-HR 0002034894-26-000004 filed by Somnio Financial Group, 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 59,185 shares
    Change vs previous 13F +719 shares

    25.4% of the 13F portfolio, value $38,659,909.

    13F-HR 0002034894-26-000002 filed by Somnio Financial Group, 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 58,466 shares
    Change vs previous 13F -380 shares

    26.47% of the 13F portfolio, value $40,045,511.

    13F-HR 0002034894-26-000001 filed by Somnio Financial Group, 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 58,846 shares
    Change vs previous 13F -475 shares

    26.71% of the 13F portfolio, value $39,385,905.

    13F-HR 0002034894-25-000007 filed by Somnio Financial Group, 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 59,321 shares
    Change vs previous 13F +2,542 shares

    26.36% of the 13F portfolio, value $36,832,635.

    13F-HR 0002034894-25-000003 filed by Somnio Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 56,779 shares
    Change vs previous 13F +1,355 shares

    26.73% of the 13F portfolio, value $33,424,775.

    13F-HR 0002034894-25-000001 filed by Somnio Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 55,424 shares
    Change vs previous 13F not available

    26.09% of the 13F portfolio, value $31,969,550.

    13F-HR 0002034894-24-000004 filed by Somnio Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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