Skip to content
Disclosery

Stegner Investment Associates Inc.: IVV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Stegner Investment Associates Inc. on IVV, newest first. How the timeline and the estimate are built.

Stegner Investment Associates Inc. held 7,563 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 7,563 shares
    Change vs previous 13F +186 shares

    2.69% of the 13F portfolio, value $5,663,855.

    13F-HR 0001907433-26-000003 filed by Stegner Investment Associates 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 7,377 shares
    Change vs previous 13F +45 shares

    2.64% of the 13F portfolio, value $4,818,730.

    13F-HR 0001907433-26-000002 filed by Stegner Investment Associates 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 7,332 shares
    Change vs previous 13F -349 shares

    2.67% of the 13F portfolio, value $5,021,980.

    13F-HR 0001907433-26-000001 filed by Stegner Investment Associates 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 7,681 shares
    Change vs previous 13F +199 shares

    2.82% of the 13F portfolio, value $5,140,893.

    13F-HR 0001907433-25-000004 filed by Stegner Investment Associates Inc.
    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 7,482 shares
    Change vs previous 13F +61 shares

    2.85% of the 13F portfolio, value $4,645,574.

    13F-HR 0001907433-25-000002 filed by Stegner Investment Associates 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 7,421 shares
    Change vs previous 13F -237 shares

    2.92% of the 13F portfolio, value $4,169,860.

    13F-HR 0001172661-25-001573 filed by Stegner Investment Associates 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 7,658 shares
    Change vs previous 13F +109 shares

    2.98% of the 13F portfolio, value $4,508,111.

    13F-HR 0001172661-25-000529 filed by Stegner Investment Associates Inc.
    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 7,549 shares
    Change vs previous 13F not available

    2.96% of the 13F portfolio, value $4,354,414.

    13F-HR 0001172661-24-004244 filed by Stegner Investment Associates Inc.
    Filed (acceptance time not in the bulk data set), ingested

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