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True Link Financial Advisors, LLC: IVV position timeline

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

True Link Financial Advisors, LLC held 282,065 IVV shares at 2026-06-30 per its 13F-HR/A filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 282,065 shares
    Change vs previous 13F +789 shares

    12.21% of the 13F portfolio, value $211,235,332.

    13F-HR/A 0001846236-26-000006 filed by True Link Financial 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/A 281,276 shares
    Change vs previous 13F -22,662 shares

    11.35% of the 13F portfolio, value $183,732,011.

    13F-HR/A 0001846236-26-000003 filed by True Link Financial 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 303,938 shares
    Change vs previous 13F +515 shares

    12.65% of the 13F portfolio, value $208,178,995.

    13F-HR 0001846236-26-000001 filed by True Link Financial 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 303,423 shares
    Change vs previous 13F +990 shares

    13.07% of the 13F portfolio, value $203,080,722.

    13F-HR 0001846236-25-000009 filed by True Link Financial 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 ended2025-06-30
    13F 302,433 shares
    Change vs previous 13F +21,328 shares

    12.96% of the 13F portfolio, value $187,780,379.

    13F-HR 0001846236-25-000006 filed by True Link Financial Advisors, 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 281,105 shares
    Change vs previous 13F +4,358 shares

    11.79% of the 13F portfolio, value $157,952,655.

    13F-HR 0001846236-25-000002 filed by True Link Financial Advisors, 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 276,747 shares
    Change vs previous 13F +512 shares

    13.67% of the 13F portfolio, value $162,915,167.

    13F-HR 0001846236-25-000001 filed by True Link Financial Advisors, 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 276,235 shares
    Change vs previous 13F not available

    13.53% of the 13F portfolio, value $159,337,621.

    13F-HR 0001846236-24-000006 filed by True Link Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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