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TFB Advisors LLC: IVV position timeline

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

TFB Advisors LLC held 12,692 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,692 shares
    Change vs previous 13F +1,930 shares

    4.19% of the 13F portfolio, value $9,504,674.

    13F-HR 0001965201-26-000003 filed by TFB 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 10,762 shares
    Change vs previous 13F -9,527 shares

    3.68% of the 13F portfolio, value $7,029,528.

    13F-HR 0001965201-26-000002 filed by TFB 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 20,289 shares
    Change vs previous 13F +7,285 shares

    3.88% of the 13F portfolio, value $13,896,529.

    13F-HR 0001965201-26-000001 filed by TFB 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 13,004 shares
    Change vs previous 13F -4,622 shares

    2.52% of the 13F portfolio, value $8,653,602.

    13F-HR 0001965201-25-000004 filed by TFB 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 17,626 shares
    Change vs previous 13F +7,136 shares

    2.87% of the 13F portfolio, value $10,943,694.

    13F-HR 0001830817-25-000004 filed by TFB 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 10,490 shares
    Change vs previous 13F -7,286 shares

    1.7% of the 13F portfolio, value $5,894,548.

    13F-HR 0001965201-25-000003 filed by TFB 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 17,776 shares
    Change vs previous 13F +1,682 shares

    2.99% of the 13F portfolio, value $10,464,162.

    13F-HR 0001965201-25-000001 filed by TFB 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 16,094 shares
    Change vs previous 13F not available

    2.76% of the 13F portfolio, value $9,283,302.

    13F-HR 0001965201-24-000003 filed by TFB Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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