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Stewardship Advisors, LLC: IVV position timeline

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

Stewardship Advisors, LLC held 108,102 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 108,102 shares
    Change vs previous 13F +23,419 shares

    16.82% of the 13F portfolio, value $80,956,740.

    13F-HR 0001733219-26-000004 filed by Stewardship 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 84,683 shares
    Change vs previous 13F +11,193 shares

    12.71% of the 13F portfolio, value $55,315,671.

    13F-HR 0001733219-26-000003 filed by Stewardship 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 73,490 shares
    Change vs previous 13F -3,504 shares

    11.63% of the 13F portfolio, value $50,335,917.

    13F-HR 0001733219-26-000001 filed by Stewardship 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 76,994 shares
    Change vs previous 13F -672 shares

    12.19% of the 13F portfolio, value $51,532,302.

    13F-HR 0001733219-25-000006 filed by Stewardship 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 77,666 shares
    Change vs previous 13F -207 shares

    12.21% of the 13F portfolio, value $48,222,612.

    13F-HR 0001733219-25-000004 filed by Stewardship 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 77,873 shares
    Change vs previous 13F -26,792 shares

    11.82% of the 13F portfolio, value $43,756,839.

    13F-HR 0001733219-25-000003 filed by Stewardship 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 104,665 shares
    Change vs previous 13F -737 shares

    17.08% of the 13F portfolio, value $61,614,192.

    13F-HR 0001733219-25-000001 filed by Stewardship 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 105,402 shares
    Change vs previous 13F not available

    17.16% of the 13F portfolio, value $60,797,880.

    13F-HR 0001733219-24-000004 filed by Stewardship Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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