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tru Independence LLC: IVV position timeline

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

tru Independence LLC held 4,017 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 4,017 shares
    Change vs previous 13F -74 shares

    1.32% of the 13F portfolio, value $3,008,391.

    13F-HR 0001785445-26-000003 filed by tru Independence 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 4,091 shares
    Change vs previous 13F -146 shares

    1.32% of the 13F portfolio, value $2,672,546.

    13F-HR 0001785445-26-000002 filed by tru Independence 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 4,237 shares
    Change vs previous 13F +234 shares

    0.73% of the 13F portfolio, value $2,902,320.

    13F-HR 0001785445-26-000001 filed by tru Independence 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 4,003 shares
    Change vs previous 13F +579 shares

    0.7% of the 13F portfolio, value $2,679,079.

    13F-HR 0001785445-25-000011 filed by tru Independence LLC
    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 3,424 shares
    Change vs previous 13F -67 shares

    0.61% of the 13F portfolio, value $2,125,743.

    13F-HR 0001785445-25-000009 filed by tru Independence LLC
    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 3,491 shares
    Change vs previous 13F -19 shares

    0.61% of the 13F portfolio, value $1,961,616.

    13F-HR 0001785445-25-000005 filed by tru Independence LLC
    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 3,510 shares
    Change vs previous 13F -153 shares

    0.65% of the 13F portfolio, value $2,066,406.

    13F-HR 0001785445-25-000001 filed by tru Independence LLC
    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 3,663 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $2,112,908.

    13F-HR 0001785445-24-000008 filed by tru Independence LLC
    Filed (acceptance time not in the bulk data set), ingested

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