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TRED AVON FAMILY WEALTH, LLC: IVV position timeline

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

TRED AVON FAMILY WEALTH, LLC held 16,175 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,175 shares
    Change vs previous 13F +78 shares

    3.71% of the 13F portfolio, value $12,112,963.

    13F-HR 0002094435-26-000003 filed by TRED AVON FAMILY WEALTH, 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 16,097 shares
    Change vs previous 13F -1,112 shares

    3.49% of the 13F portfolio, value $10,514,758.

    13F-HR 0002094435-26-000002 filed by TRED AVON FAMILY WEALTH, 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 17,209 shares
    Change vs previous 13F +841 shares

    3.83% of the 13F portfolio, value $11,787,229.

    13F-HR 0002094435-26-000001 filed by TRED AVON FAMILY WEALTH, 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 16,368 shares
    Change vs previous 13F not available

    3.76% of the 13F portfolio, value $10,955,202.

    13F-HR 0002094435-25-000001 filed by TRED AVON FAMILY WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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