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Disclosery

Williams Financial, LLC: IVV position timeline

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

Williams Financial, LLC held 34,425 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 34,425 shares
    Change vs previous 13F +1,560 shares

    13.32% of the 13F portfolio, value $25,780,823.

    13F-HR 0001214659-26-008749 filed by Williams Financial, 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 32,865 shares
    Change vs previous 13F -56 shares

    12.5% of the 13F portfolio, value $21,467,423.

    13F-HR 0001214659-26-005070 filed by Williams Financial, 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 32,921 shares
    Change vs previous 13F +17,444 shares

    13.05% of the 13F portfolio, value $22,548,679.

    13F-HR 0001214659-26-001066 filed by Williams Financial, 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 15,477 shares
    Change vs previous 13F not available

    10.68% of the 13F portfolio, value $10,358,925.

    13F-HR 0001214659-25-015285 filed by Williams Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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