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Tilson Financial Group, Inc.: IVV position timeline

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

Tilson Financial Group, Inc. held 1,265 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,265 shares
    Change vs previous 13F +9 shares

    0.26% of the 13F portfolio, value $947,009.

    13F-HR 0001964820-26-000004 filed by Tilson Financial Group, 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 1,256 shares
    Change vs previous 13F -245 shares

    0.25% of the 13F portfolio, value $820,660.

    13F-HR 0001964820-26-000003 filed by Tilson Financial Group, 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 1,501 shares
    Change vs previous 13F +3 shares

    0.32% of the 13F portfolio, value $1,028,170.

    13F-HR 0001964820-26-000001 filed by Tilson Financial Group, 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 1,498 shares
    Change vs previous 13F +24 shares

    0.33% of the 13F portfolio, value $1,002,682.

    13F-HR 0001964820-25-000007 filed by Tilson Financial Group, 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 1,474 shares
    Change vs previous 13F +413 shares

    0.35% of the 13F portfolio, value $915,000.

    13F-HR 0001964820-25-000005 filed by Tilson Financial Group, 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 1,061 shares
    Change vs previous 13F -92 shares

    0.24% of the 13F portfolio, value $596,000.

    13F-HR 0001964820-25-000004 filed by Tilson Financial Group, 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 1,153 shares
    Change vs previous 13F +40 shares

    0.28% of the 13F portfolio, value $679,000.

    13F-HR 0001964820-25-000001 filed by Tilson Financial Group, 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/A 1,113 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $642,000.

    13F-HR/A 0001964820-24-000006 filed by Tilson Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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