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Successful Portfolios LLC: IVV position timeline

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

Successful Portfolios LLC held 14,305 IVV shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 14,305 shares
    Change vs previous 13F -4 shares

    5.13% of the 13F portfolio, value $11,129,663.

    13F-HR 0001085146-26-000857 filed by Successful Portfolios LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 14,309 shares
    Change vs previous 13F +372 shares

    5.06% of the 13F portfolio, value $10,835,302.

    13F-HR 0001721780-26-000005 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 13,937 shares
    Change vs previous 13F +576 shares

    4.98% of the 13F portfolio, value $9,027,163.

    13F-HR 0001721780-26-000002 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 13,361 shares
    Change vs previous 13F +1,480 shares

    4.75% of the 13F portfolio, value $9,313,914.

    13F-HR 0001721780-26-000001 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 11,881 shares
    Change vs previous 13F +730 shares

    4.64% of the 13F portfolio, value $7,951,792.

    13F-HR 0001721780-25-000002 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 11,151 shares
    Change vs previous 13F +924 shares

    4.26% of the 13F portfolio, value $6,923,905.

    13F-HR 0001085146-25-003992 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 10,227 shares
    Change vs previous 13F +370 shares

    3.91% of the 13F portfolio, value $5,746,795.

    13F-HR 0001085146-25-002063 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 9,857 shares
    Change vs previous 13F not available

    3.88% of the 13F portfolio, value $5,802,371.

    13F-HR 0001085146-25-000241 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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