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Disclosery

TKG Advisors, LLC: IVV position timeline

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

TKG Advisors, LLC held 284 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 284 shares
    Change vs previous 13F -82 shares

    0.07% of the 13F portfolio, value $212,685.

    13F-HR 0001843275-26-000003 filed by TKG 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 366 shares
    Change vs previous 13F -42 shares

    0.1% of the 13F portfolio, value $239,075.

    13F-HR 0001843275-26-000002 filed by TKG 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 408 shares
    Change vs previous 13F +90 shares

    0.11% of the 13F portfolio, value $279,456.

    13F-HR 0001843275-26-000001 filed by TKG 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 318 shares
    Change vs previous 13F +318 shares

    0.09% of the 13F portfolio, value $212,837.

    13F-HR 0001843275-25-000008 filed by TKG 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 ended2024-12-31
    13F 0 shares
    Change vs previous 13F -608 shares

    13F-HR 0001843275-25-000001 filed by TKG Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  6. period ended2024-09-30
    13F 608 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $350,707.

    13F-HR 0001843275-24-000008 filed by TKG Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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