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SOUTHERN CAPITAL ADVISORS, LLC: IVV position timeline

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

SOUTHERN CAPITAL ADVISORS, LLC held 41,256 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 41,256 shares
    Change vs previous 13F +1,520 shares

    12.9% of the 13F portfolio, value $30,896,073.

    13F-HR 0002085853-26-000725 filed by SOUTHERN CAPITAL ADVISORS, 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 39,736 shares
    Change vs previous 13F +2,469 shares

    12.15% of the 13F portfolio, value $25,956,067.

    13F-HR 0002085853-26-000396 filed by SOUTHERN CAPITAL ADVISORS, 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 37,267 shares
    Change vs previous 13F +260 shares

    11.78% of the 13F portfolio, value $25,525,751.

    13F-HR 0002085853-26-000128 filed by SOUTHERN CAPITAL ADVISORS, 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 37,007 shares
    Change vs previous 13F +821 shares

    11.61% of the 13F portfolio, value $24,768,498.

    13F-HR 0002085853-25-000225 filed by SOUTHERN CAPITAL ADVISORS, 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 36,186 shares
    Change vs previous 13F +640 shares

    11.49% of the 13F portfolio, value $22,468,147.

    13F-HR 0001667731-25-000849 filed by SOUTHERN CAPITAL ADVISORS, 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 35,546 shares
    Change vs previous 13F +809 shares

    11.08% of the 13F portfolio, value $19,973,577.

    13F-HR 0001667731-25-000492 filed by SOUTHERN CAPITAL ADVISORS, 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 34,737 shares
    Change vs previous 13F +643 shares

    11.31% of the 13F portfolio, value $20,448,938.

    13F-HR 0001667731-25-000114 filed by SOUTHERN CAPITAL ADVISORS, 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 34,094 shares
    Change vs previous 13F not available

    11.06% of the 13F portfolio, value $19,666,022.

    13F-HR 0001909249-24-000004 filed by SOUTHERN CAPITAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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