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St. Clair Advisors, LLC: IVV position timeline

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

St. Clair Advisors, LLC held 171,431 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 171,431 shares
    Change vs previous 13F -6,530 shares

    33.03% of the 13F portfolio, value $128,383,233.

    13F-HR 0002056292-26-000003 filed by St. Clair 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 177,961 shares
    Change vs previous 13F -22,871 shares

    30.93% of the 13F portfolio, value $116,245,961.

    13F-HR 0002056292-26-000002 filed by St. Clair 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 200,832 shares
    Change vs previous 13F +338 shares

    35.5% of the 13F portfolio, value $137,557,919.

    13F-HR 0002056292-26-000001 filed by St. Clair 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 200,494 shares
    Change vs previous 13F -4,450 shares

    35.62% of the 13F portfolio, value $134,190,683.

    13F-HR 0002056292-25-000026 filed by St. Clair 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 204,944 shares
    Change vs previous 13F +5,465 shares

    33.28% of the 13F portfolio, value $127,249,650.

    13F-HR 0002056292-25-000024 filed by St. Clair 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 199,479 shares
    Change vs previous 13F +8,553 shares

    31.4% of the 13F portfolio, value $112,087,344.

    13F-HR 0002056292-25-000021 filed by St. Clair 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 190,926 shares
    Change vs previous 13F +1,614 shares

    32.27% of the 13F portfolio, value $112,394,729.

    13F-HR 0002056292-25-000003 filed by St. Clair 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 189,312 shares
    Change vs previous 13F not available

    31.01% of the 13F portfolio, value $109,198,783.

    13F-HR 0002056292-25-000020 filed by St. Clair Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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