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SRH ADVISORS, LLC: IVV position timeline

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

SRH ADVISORS, LLC held 4,879 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,879 shares
    Change vs previous 13F 0 shares

    0.93% of the 13F portfolio, value $3,653,834.

    13F-HR 0001512779-26-000007 filed by SRH 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 4,879 shares
    Change vs previous 13F 0 shares

    0.91% of the 13F portfolio, value $3,187,012.

    13F-HR 0001512779-26-000005 filed by SRH 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 4,879 shares
    Change vs previous 13F 0 shares

    0.96% of the 13F portfolio, value $3,341,822.

    13F-HR 0001512779-26-000002 filed by SRH 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 4,879 shares
    Change vs previous 13F 0 shares

    0.95% of the 13F portfolio, value $3,265,515.

    13F-HR 0001512779-25-000012 filed by SRH 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 4,879 shares
    Change vs previous 13F +202 shares

    0.92% of the 13F portfolio, value $3,029,371.

    13F-HR 0001512779-25-000009 filed by SRH 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 4,677 shares
    Change vs previous 13F 0 shares

    0.81% of the 13F portfolio, value $2,628,006.

    13F-HR 0001512779-25-000006 filed by SRH 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 4,677 shares
    Change vs previous 13F 0 shares

    0.82% of the 13F portfolio, value $2,753,256.

    13F-HR 0001512779-25-000003 filed by SRH 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 4,677 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $2,697,787.

    13F-HR 0001512779-24-000010 filed by SRH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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