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Disclosery

TSFG, LLC: IVV position timeline

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

TSFG, LLC held 1,424 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,424 shares
    Change vs previous 13F +163 shares

    0.13% of the 13F portfolio, value $1,066,000.

    13F-HR 0001800513-26-000005 filed by TSFG, 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 1,261 shares
    Change vs previous 13F +14 shares

    0.13% of the 13F portfolio, value $824,000.

    13F-HR 0001800513-26-000004 filed by TSFG, 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 1,247 shares
    Change vs previous 13F -67 shares

    0.13% of the 13F portfolio, value $854,000.

    13F-HR 0001800513-26-000002 filed by TSFG, 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 1,314 shares
    Change vs previous 13F -21 shares

    0.14% of the 13F portfolio, value $880,000.

    13F-HR 0001800513-25-000008 filed by TSFG, 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 1,335 shares
    Change vs previous 13F -31 shares

    0.15% of the 13F portfolio, value $829,000.

    13F-HR 0001800513-25-000007 filed by TSFG, 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 1,366 shares
    Change vs previous 13F +110 shares

    0.16% of the 13F portfolio, value $767,000.

    13F-HR 0001800513-25-000004 filed by TSFG, 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 1,256 shares
    Change vs previous 13F -2 shares

    0.15% of the 13F portfolio, value $739,000.

    13F-HR 0001800513-25-000001 filed by TSFG, 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 1,258 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $726,000.

    13F-HR 0001800513-24-000006 filed by TSFG, LLC
    Filed (acceptance time not in the bulk data set), ingested

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