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Xcelsior Advisor Partners LLC: IVV position timeline

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

Xcelsior Advisor Partners LLC held 1,050 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 1,050 shares
    Change vs previous 13F +540 shares

    0.1% of the 13F portfolio, value $786,195.

    13F-HR 0001420506-26-001781 filed by Xcelsior Advisor Partners 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 510 shares
    Change vs previous 13F -49 shares

    0.13% of the 13F portfolio, value $333,137.

    13F-HR 0001986152-26-000087 filed by Xcelsior Advisor Partners 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 559 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $382,713.

    13F-HR 0001986152-26-000034 filed by Xcelsior Advisor Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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