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Disclosery

Warm Springs Advisors Inc.: IVV position timeline

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

Warm Springs Advisors Inc. held 4,867 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,867 shares
    Change vs previous 13F +58 shares

    2.52% of the 13F portfolio, value $3,645,113.

    13F-HR 0001214659-26-010000 filed by Warm Springs Advisors 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 4,809 shares
    Change vs previous 13F +88 shares

    2.67% of the 13F portfolio, value $3,141,338.

    13F-HR 0001214659-26-005329 filed by Warm Springs Advisors 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 4,721 shares
    Change vs previous 13F -1,910 shares

    2.5% of the 13F portfolio, value $3,233,540.

    13F-HR 0001214659-26-000880 filed by Warm Springs Advisors 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 6,631 shares
    Change vs previous 13F -32 shares

    3.37% of the 13F portfolio, value $4,437,823.

    13F-HR 0001214659-25-016243 filed by Warm Springs Advisors 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 6,663 shares
    Change vs previous 13F -105 shares

    3.55% of the 13F portfolio, value $4,137,156.

    13F-HR 0001214659-25-011580 filed by Warm Springs Advisors 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 6,768 shares
    Change vs previous 13F +105 shares

    3.82% of the 13F portfolio, value $3,803,176.

    13F-HR 0001214659-25-011578 filed by Warm Springs Advisors 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 6,663 shares
    Change vs previous 13F not available

    3.64% of the 13F portfolio, value $3,922,234.

    13F-HR 0001214659-25-003041 filed by Warm Springs Advisors Inc.
    Filed (acceptance time not in the bulk data set), ingested

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