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Disclosery

TFC Financial Management, Inc.: IVV position timeline

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

TFC Financial Management, Inc. held 325,201 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 325,201 shares
    Change vs previous 13F -7,902 shares

    26.99% of the 13F portfolio, value $243,540,033.

    13F-HR 0001398344-26-012512 filed by TFC Financial Management, 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 333,103 shares
    Change vs previous 13F +1,635 shares

    26.81% of the 13F portfolio, value $217,586,045.

    13F-HR 0001398344-26-006946 filed by TFC Financial Management, 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 331,468 shares
    Change vs previous 13F -3,226 shares

    28.47% of the 13F portfolio, value $227,035,571.

    13F-HR 0001398344-26-001127 filed by TFC Financial Management, 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 334,694 shares
    Change vs previous 13F -41 shares

    28.7% of the 13F portfolio, value $224,010,437.

    13F-HR 0001398344-25-019713 filed by TFC Financial Management, 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 334,735 shares
    Change vs previous 13F +40,978 shares

    28.47% of the 13F portfolio, value $207,836,727.

    13F-HR 0001398344-25-013951 filed by TFC Financial Management, Inc.
    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 293,757 shares
    Change vs previous 13F +242 shares

    25.27% of the 13F portfolio, value $165,062,250.

    13F-HR 0001398344-25-007601 filed by TFC Financial Management, Inc.
    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 293,515 shares
    Change vs previous 13F +2,229 shares

    27.33% of the 13F portfolio, value $172,786,579.

    13F-HR 0001398344-25-001389 filed by TFC Financial Management, Inc.
    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 291,286 shares
    Change vs previous 13F not available

    26.58% of the 13F portfolio, value $168,019,402.

    13F-HR 0001398344-24-019371 filed by TFC Financial Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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