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Disclosery

Townsend Financial Planning, LLC: IVV position timeline

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

Townsend Financial Planning, LLC held 39,864 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 39,864 shares
    Change vs previous 13F -45 shares

    26.02% of the 13F portfolio, value $29,854,026.

    13F-HR 0002110688-26-000006 filed by Townsend Financial Planning, 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 39,909 shares
    Change vs previous 13F +1,126 shares

    25.23% of the 13F portfolio, value $26,069,120.

    13F-HR 0002110688-26-000002 filed by Townsend Financial Planning, 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 38,783 shares
    Change vs previous 13F not available

    26.58% of the 13F portfolio, value $26,564,120.

    13F-HR 0002110688-26-000001 filed by Townsend Financial Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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