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World Investment Advisors: IVV position timeline

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

World Investment Advisors held 122,271 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 122,271 shares
    Change vs previous 13F +16,763 shares

    1.43% of the 13F portfolio, value $86,324,719.

    13F-HR 0001062993-26-004335 filed by World Investment Advisors
    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 105,508 shares
    Change vs previous 13F +10,429 shares

    1.11% of the 13F portfolio, value $68,918,688.

    13F-HR 0001062993-26-002164 filed by World Investment Advisors
    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/A 95,079 shares
    Change vs previous 13F +44,307 shares

    1.07% of the 13F portfolio, value $65,123,835.

    13F-HR/A 0001062993-26-001415 filed by World Investment Advisors
    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 50,772 shares
    Change vs previous 13F +2,196 shares

    0.7% of the 13F portfolio, value $33,982,038.

    13F-HR 0001062993-25-016083 filed by World Investment Advisors
    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 48,576 shares
    Change vs previous 13F +652 shares

    0.69% of the 13F portfolio, value $30,160,693.

    13F-HR 0001062993-25-013474 filed by World Investment Advisors
    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 47,924 shares
    Change vs previous 13F +2,231 shares

    0.7% of the 13F portfolio, value $26,928,209.

    13F-HR 0001062993-25-008161 filed by World Investment Advisors
    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 45,693 shares
    Change vs previous 13F +12,397 shares

    0.74% of the 13F portfolio, value $26,898,255.

    13F-HR 0001062993-25-002205 filed by World Investment Advisors
    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/A 33,296 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $19,206,143.

    13F-HR/A 0001062993-24-019612 filed by World Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

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