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Yanni & Associates Investment Advisors, LLC: IVV position timeline

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

Yanni & Associates Investment Advisors, LLC held 17,510 IVV shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 17,510 shares
    Change vs previous 13F -318 shares

    12.3% of the 13F portfolio, value $13,410,034.

    13F-HR 0002085853-26-001168 filed by Yanni & Associates Investment Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 17,828 shares
    Change vs previous 13F -110 shares

    12.32% of the 13F portfolio, value $13,351,211.

    13F-HR 0002085853-26-000662 filed by Yanni & Associates Investment 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 ended2026-03-31
    13F 17,938 shares
    Change vs previous 13F +263 shares

    12.15% of the 13F portfolio, value $11,717,281.

    13F-HR 0002085853-26-000321 filed by Yanni & Associates Investment 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 ended2025-12-31
    13F 17,675 shares
    Change vs previous 13F not available

    12.11% of the 13F portfolio, value $12,106,315.

    13F-HR 0002085853-26-000213 filed by Yanni & Associates Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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