Skip to content
Disclosery

VICUS CAPITAL: IVV position timeline

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

VICUS CAPITAL held 98,603 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 98,603 shares
    Change vs previous 13F -3,175 shares

    4.77% of the 13F portfolio, value $73,842,479.

    13F-HR 0001544806-26-000005 filed by VICUS CAPITAL
    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 101,778 shares
    Change vs previous 13F -2,181 shares

    4.89% of the 13F portfolio, value $66,482,503.

    13F-HR 0001544806-26-000004 filed by VICUS CAPITAL
    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 103,959 shares
    Change vs previous 13F -41,366 shares

    5.34% of the 13F portfolio, value $71,205,523.

    13F-HR 0001544806-26-000001 filed by VICUS CAPITAL
    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 145,325 shares
    Change vs previous 13F -192,912 shares

    7.43% of the 13F portfolio, value $97,266,053.

    13F-HR 0001544806-25-000008 filed by VICUS CAPITAL
    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 338,237 shares
    Change vs previous 13F +11,629 shares

    17.45% of the 13F portfolio, value $210,011,624.

    13F-HR 0001544806-25-000005 filed by VICUS CAPITAL
    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 326,608 shares
    Change vs previous 13F +337 shares

    17.09% of the 13F portfolio, value $183,520,785.

    13F-HR 0001544806-25-000004 filed by VICUS CAPITAL
    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 326,271 shares
    Change vs previous 13F +4,810 shares

    17.05% of the 13F portfolio, value $192,069,384.

    13F-HR 0001544806-25-000003 filed by VICUS CAPITAL
    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 321,461 shares
    Change vs previous 13F not available

    16.41% of the 13F portfolio, value $185,424,936.

    13F-HR 0001544806-24-000005 filed by VICUS CAPITAL
    Filed (acceptance time not in the bulk data set), ingested

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