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Disclosery

SoundView Advisors Inc.: IVOO position timeline

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

SoundView Advisors Inc. held 14,921 IVOO shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,921 shares
    Change vs previous 13F +27 shares

    0.63% of the 13F portfolio, value $1,945,000.

    13F-HR 0002054083-26-000003 filed by SoundView Advisors Inc.
    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 14,894 shares
    Change vs previous 13F -121 shares

    0.61% of the 13F portfolio, value $1,702,000.

    13F-HR 0002054083-26-000002 filed by SoundView Advisors Inc.
    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 15,015 shares
    Change vs previous 13F +15,015 shares

    0.59% of the 13F portfolio, value $1,678,000.

    13F-HR 0002054083-26-000001 filed by SoundView Advisors Inc.
    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 0 shares
    Change vs previous 13F -17,350 shares

    13F-HR 0002054083-25-000002 filed by SoundView Advisors Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  5. period ended2025-06-30
    13F 17,350 shares
    Change vs previous 13F -2,635 shares

    0.67% of the 13F portfolio, value $1,821,000.

    13F-HR 0001908380-25-000007 filed by SoundView Advisors Inc.
    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 19,985 shares
    Change vs previous 13F -49 shares

    0.81% of the 13F portfolio, value $1,972,000.

    13F-HR 0001842974-25-000008 filed by SoundView Advisors Inc.
    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 20,034 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $2,113,000.

    13F-HR 0001800586-25-000002 filed by SoundView Advisors Inc.
    Filed (acceptance time not in the bulk data set), ingested

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