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Disclosery

Team Financial Group, LLC: IVV position timeline

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

Team Financial Group, LLC held 1,695 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,695 shares
    Change vs previous 13F +248 shares

    0.54% of the 13F portfolio, value $1,269,338.

    13F-HR 0001845163-26-000003 filed by Team Financial Group, 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 1,447 shares
    Change vs previous 13F +63 shares

    0.43% of the 13F portfolio, value $945,331.

    13F-HR 0001845163-26-000002 filed by Team Financial Group, 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 1,384 shares
    Change vs previous 13F +143 shares

    0.43% of the 13F portfolio, value $947,808.

    13F-HR 0001845163-26-000001 filed by Team Financial Group, 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 1,241 shares
    Change vs previous 13F +34 shares

    0.38% of the 13F portfolio, value $830,316.

    13F-HR 0001845163-25-000007 filed by Team Financial Group, 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 1,207 shares
    Change vs previous 13F +357 shares

    0.37% of the 13F portfolio, value $749,623.

    13F-HR 0001845163-25-000005 filed by Team Financial Group, 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 850 shares
    Change vs previous 13F -53 shares

    0.28% of the 13F portfolio, value $477,632.

    13F-HR 0001845163-25-000004 filed by Team Financial Group, 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 903 shares
    Change vs previous 13F +13 shares

    0.3% of the 13F portfolio, value $531,284.

    13F-HR 0001845163-25-000001 filed by Team Financial Group, 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 890 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $513,545.

    13F-HR 0001845163-24-000005 filed by Team Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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