Skip to content
Disclosery

VALLEY FORGE INVESTMENT CONSULTANTS INC ADV: IVV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of VALLEY FORGE INVESTMENT CONSULTANTS INC ADV on IVV, newest first. How the timeline and the estimate are built.

VALLEY FORGE INVESTMENT CONSULTANTS INC ADV held 188,749 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 188,749 shares
    Change vs previous 13F +5,922 shares

    36.4% of the 13F portfolio, value $141,351,973.

    13F-HR 0000920655-26-000005 filed by VALLEY FORGE INVESTMENT CONSULTANTS INC ADV
    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 182,827 shares
    Change vs previous 13F -4,230 shares

    35.79% of the 13F portfolio, value $119,424,662.

    13F-HR 0000920655-26-000004 filed by VALLEY FORGE INVESTMENT CONSULTANTS INC ADV
    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 187,057 shares
    Change vs previous 13F -2,467 shares

    37.26% of the 13F portfolio, value $128,123,100.

    13F-HR 0000920655-26-000001 filed by VALLEY FORGE INVESTMENT CONSULTANTS INC ADV
    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 189,524 shares
    Change vs previous 13F +9,446 shares

    37.1% of the 13F portfolio, value $126,848,328.

    13F-HR 0000920655-25-000007 filed by VALLEY FORGE INVESTMENT CONSULTANTS INC ADV
    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 180,078 shares
    Change vs previous 13F +245 shares

    35.82% of the 13F portfolio, value $111,810,686.

    13F-HR 0000920655-25-000004 filed by VALLEY FORGE INVESTMENT CONSULTANTS INC ADV
    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 179,833 shares
    Change vs previous 13F +3,040 shares

    35.97% of the 13F portfolio, value $101,048,207.

    13F-HR 0000920655-25-000003 filed by VALLEY FORGE INVESTMENT CONSULTANTS INC ADV
    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 176,793 shares
    Change vs previous 13F +1,779 shares

    35.73% of the 13F portfolio, value $104,074,531.

    13F-HR 0000920655-25-000002 filed by VALLEY FORGE INVESTMENT CONSULTANTS INC ADV
    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 175,014 shares
    Change vs previous 13F not available

    35.21% of the 13F portfolio, value $100,951,845.

    13F-HR 0000920655-24-000006 filed by VALLEY FORGE INVESTMENT CONSULTANTS INC ADV
    Filed (acceptance time not in the bulk data set), ingested

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