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Disclosery

TFG Advisers LLC: IVV position timeline

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

TFG Advisers LLC held 455 IVV shares at 2025-06-30 per its 13F-HR filed 2025-07-21.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 455 shares
    Change vs previous 13F -16 shares

    0.1% of the 13F portfolio, value $282,357.

    13F-HR 0001172661-25-002655 filed by TFG Advisers LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 471 shares
    Change vs previous 13F -5 shares

    0.1% of the 13F portfolio, value $264,926.

    13F-HR 0001172661-25-002152 filed by TFG Advisers LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 476 shares
    Change vs previous 13F -36 shares

    0.1% of the 13F portfolio, value $280,338.

    13F-HR 0001172661-25-000380 filed by TFG Advisers LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 512 shares
    Change vs previous 13F -5 shares

    0.11% of the 13F portfolio, value $295,275.

    13F-HR 0001172661-24-004324 filed by TFG Advisers LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 517 shares
    Change vs previous 13F -47 shares

    0.11% of the 13F portfolio, value $282,990.

    13F-HR 0001172661-24-002908 filed by TFG Advisers LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 564 shares
    Change vs previous 13F -12 shares

    0.12% of the 13F portfolio, value $296,555.

    13F-HR 0001172661-24-002012 filed by TFG Advisers LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 576 shares
    Change vs previous 13F +17 shares

    0.12% of the 13F portfolio, value $275,080.

    13F-HR 0001172661-24-000780 filed by TFG Advisers LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 559 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $240,143.

    13F-HR 0001172661-23-003461 filed by TFG Advisers LLC
    Filed (acceptance time not in the bulk data set), ingested

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