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Strathmore Capital Advisors, Inc.: IVV position timeline

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

Strathmore Capital Advisors, Inc. held 14,153 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,153 shares
    Change vs previous 13F -664 shares

    2.87% of the 13F portfolio, value $10,642,070.

    13F-HR 0002021703-26-000005 filed by Strathmore Capital Advisors, 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 14,817 shares
    Change vs previous 13F +5,766 shares

    3% of the 13F portfolio, value $10,627,720.

    13F-HR 0002021703-26-000004 filed by Strathmore Capital Advisors, 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 9,051 shares
    Change vs previous 13F -277 shares

    2.03% of the 13F portfolio, value $6,199,392.

    13F-HR 0002021703-26-000003 filed by Strathmore Capital Advisors, 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 9,328 shares
    Change vs previous 13F +135 shares

    2.56% of the 13F portfolio, value $6,243,230.

    13F-HR 0002021703-25-000007 filed by Strathmore Capital Advisors, 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 9,193 shares
    Change vs previous 13F not available

    2.55% of the 13F portfolio, value $5,764,287.

    13F-HR 0002021703-25-000005 filed by Strathmore Capital Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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