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Disclosery

Sound Stewardship, LLC: IVV position timeline

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

Sound Stewardship, LLC held 21,356 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,356 shares
    Change vs previous 13F +513 shares

    6.6% of the 13F portfolio, value $15,993,234.

    13F-HR 0002085853-26-000704 filed by Sound Stewardship, 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 20,843 shares
    Change vs previous 13F +681 shares

    6.24% of the 13F portfolio, value $13,614,940.

    13F-HR 0002085853-26-000359 filed by Sound Stewardship, 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 20,162 shares
    Change vs previous 13F -61 shares

    6.62% of the 13F portfolio, value $13,809,528.

    13F-HR 0002085853-26-000158 filed by Sound Stewardship, 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 20,223 shares
    Change vs previous 13F +316 shares

    6.49% of the 13F portfolio, value $13,535,559.

    13F-HR 0002085853-25-000094 filed by Sound Stewardship, 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 19,907 shares
    Change vs previous 13F +1,456 shares

    6.38% of the 13F portfolio, value $12,360,225.

    13F-HR 0001667731-25-000791 filed by Sound Stewardship, 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 18,451 shares
    Change vs previous 13F -487 shares

    5.91% of the 13F portfolio, value $10,367,534.

    13F-HR 0001667731-25-000434 filed by Sound Stewardship, 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 18,938 shares
    Change vs previous 13F -256 shares

    6.62% of the 13F portfolio, value $11,148,198.

    13F-HR 0001667731-25-000080 filed by Sound Stewardship, 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 19,194 shares
    Change vs previous 13F not available

    6.21% of the 13F portfolio, value $11,071,342.

    13F-HR 0001998101-24-000005 filed by Sound Stewardship, LLC
    Filed (acceptance time not in the bulk data set), ingested

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