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Disclosery

Verus Financial Partners, Inc.: IVV position timeline

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

Verus Financial Partners, Inc. held 47,569 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 47,569 shares
    Change vs previous 13F -293 shares

    3.05% of the 13F portfolio, value $35,624,178.

    13F-HR 0001481714-26-000005 filed by Verus Financial Partners, Inc.
    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 47,862 shares
    Change vs previous 13F +9 shares

    3.03% of the 13F portfolio, value $33,730,440.

    13F-HR 0001481714-26-000003 filed by Verus Financial Partners, Inc.
    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 47,853 shares
    Change vs previous 13F -490 shares

    3.06% of the 13F portfolio, value $33,300,534.

    13F-HR 0001481714-26-000001 filed by Verus Financial Partners, Inc.
    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 48,343 shares
    Change vs previous 13F -415 shares

    3.11% of the 13F portfolio, value $32,355,904.

    13F-HR 0001481714-25-000012 filed by Verus Financial Partners, Inc.
    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 48,758 shares
    Change vs previous 13F -79 shares

    3.11% of the 13F portfolio, value $30,572,682.

    13F-HR 0001481714-25-000006 filed by Verus Financial Partners, Inc.
    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 48,837 shares
    Change vs previous 13F +771 shares

    3.01% of the 13F portfolio, value $26,381,319.

    13F-HR 0001481714-25-000005 filed by Verus Financial Partners, Inc.
    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 48,066 shares
    Change vs previous 13F -979 shares

    3.15% of the 13F portfolio, value $28,038,188.

    13F-HR 0001481714-25-000002 filed by Verus Financial Partners, Inc.
    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 49,045 shares
    Change vs previous 13F not available

    3.07% of the 13F portfolio, value $28,022,856.

    13F-HR 0001481714-24-000009 filed by Verus Financial Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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