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Waterford Advisors, LLC: IVV position timeline

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

Waterford Advisors, LLC held 93,087 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 93,087 shares
    Change vs previous 13F +1,625 shares

    19.02% of the 13F portfolio, value $69,711,974.

    13F-HR 0001960657-26-000003 filed by Waterford 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 91,462 shares
    Change vs previous 13F +2,365 shares

    18.42% of the 13F portfolio, value $58,071,960.

    13F-HR 0001960657-26-000002 filed by Waterford 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 89,097 shares
    Change vs previous 13F -2,346 shares

    23.84% of the 13F portfolio, value $61,026,000.

    13F-HR 0001960657-26-000001 filed by Waterford 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 91,443 shares
    Change vs previous 13F +88,235 shares

    21.16% of the 13F portfolio, value $61,202,663.

    13F-HR 0001960657-25-000007 filed by Waterford 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 3,208 shares
    Change vs previous 13F -83,007 shares

    22.33% of the 13F portfolio, value $55,597,531.

    13F-HR 0001960657-25-000005 filed by Waterford 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 86,215 shares
    Change vs previous 13F +77 shares

    20.1% of the 13F portfolio, value $48,444,197.

    13F-HR 0001960657-25-000002 filed by Waterford Advisors, LLC
    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 86,138 shares
    Change vs previous 13F +3,568 shares

    25.81% of the 13F portfolio, value $50,707,464.

    13F-HR 0001960657-25-000001 filed by Waterford Advisors, LLC
    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 82,570 shares
    Change vs previous 13F not available

    24.3% of the 13F portfolio, value $47,627,776.

    13F-HR 0001960657-24-000005 filed by Waterford Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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