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Three Bearings Fiduciary Advisors, Inc.: IVV position timeline

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

Three Bearings Fiduciary Advisors, Inc. held 1,729 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,729 shares
    Change vs previous 13F -189 shares

    1.16% of the 13F portfolio, value $1,294,831.

    13F-HR 0002140230-26-000003 filed by Three Bearings Fiduciary Advisors, 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 1,918 shares
    Change vs previous 13F -233 shares

    1.21% of the 13F portfolio, value $1,252,857.

    13F-HR 0002140230-26-000002 filed by Three Bearings Fiduciary Advisors, 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 2,151 shares
    Change vs previous 13F not available

    1.4% of the 13F portfolio, value $1,495,010.

    13F-HR 0002140230-26-000001 filed by Three Bearings Fiduciary Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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