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VestGen Advisors, LLC: IVV position timeline

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

VestGen Advisors, LLC held 56,044 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 56,044 shares
    Change vs previous 13F +1,343 shares

    1.23% of the 13F portfolio, value $41,970,691.

    13F-HR 0002050130-26-000005 filed by VestGen 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 54,701 shares
    Change vs previous 13F +5,204 shares

    1.14% of the 13F portfolio, value $40,567,075.

    13F-HR 0002050130-26-000004 filed by VestGen 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 49,497 shares
    Change vs previous 13F -1,853 shares

    1.44% of the 13F portfolio, value $33,902,163.

    13F-HR 0002050130-26-000001 filed by VestGen 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 51,350 shares
    Change vs previous 13F +430 shares

    1.15% of the 13F portfolio, value $34,368,547.

    13F-HR 0002050130-25-000006 filed by VestGen 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 50,920 shares
    Change vs previous 13F -1,183 shares

    1.26% of the 13F portfolio, value $31,637,488.

    13F-HR 0002050130-25-000005 filed by VestGen 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 52,103 shares
    Change vs previous 13F not available

    1.33% of the 13F portfolio, value $29,276,542.

    13F-HR 0002050130-25-000003 filed by VestGen Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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