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Disclosery

Steffes Financial, Ltd.: IVV position timeline

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

Steffes Financial, Ltd. held 482 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 482 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $360,965.

    13F-HR 0001214659-26-010133 filed by Steffes Financial, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec ยง4.2).