Zega Financial, LLC: IVV position timeline

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

Zega Financial, LLC held 7,589 IVV shares at 2024-09-30 per its 13F-HR filed 2024-11-14.

the latest 13F is the newest step

period ended2024-09-30
13F 7,589 shares
Change vs previous 13F -107 shares
1.44% of the 13F portfolio, value $4,377,691.
13F-HR 0001172661-24-004820 filed by Zega Financial, LLC
Filed 2024-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-06-30
13F 7,696 shares
Change vs previous 13F +2,097 shares
1.52% of the 13F portfolio, value $4,211,596.
13F-HR 0001172661-24-003205 filed by Zega Financial, LLC
Filed 2024-08-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-03-31
13F 5,599 shares
Change vs previous 13F -599 shares
1.27% of the 13F portfolio, value $2,943,562.
13F-HR 0001172661-24-002103 filed by Zega Financial, LLC
Filed 2024-05-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2023-12-31
13F 6,198 shares
Change vs previous 13F not available
1.23% of the 13F portfolio, value $2,960,441.
13F-HR 0001172661-24-001055 filed by Zega Financial, LLC
Filed 2024-02-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC
Acceptance time not in the bulk data set (spec §4.2).