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Disclosery

Capital Analysts, LLC: IVV position timeline

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

Capital Analysts, LLC held 219,719 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 219,719 shares
    Change vs previous 13F +33,785 shares

    3.79% of the 13F portfolio, value $164,546,000.

    13F-HR 0001624758-26-000011 filed by Capital Analysts, 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 185,934 shares
    Change vs previous 13F -17,953 shares

    3.19% of the 13F portfolio, value $121,455,000.

    13F-HR 0001624758-26-000005 filed by Capital Analysts, 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/A 203,887 shares
    Change vs previous 13F -7,767 shares

    3.86% of the 13F portfolio, value $139,649,000.

    13F-HR/A 0001624758-26-000008 filed by Capital Analysts, 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 211,654 shares
    Change vs previous 13F +6,300 shares

    4.13% of the 13F portfolio, value $141,660,000.

    13F-HR 0001624758-25-000011 filed by Capital Analysts, LLC
    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 205,354 shares
    Change vs previous 13F -17,697 shares

    4.25% of the 13F portfolio, value $127,505,000.

    13F-HR 0001624758-25-000006 filed by Capital Analysts, LLC
    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 223,051 shares
    Change vs previous 13F +6,762 shares

    4.67% of the 13F portfolio, value $125,332,000.

    13F-HR 0001624758-25-000004 filed by Capital Analysts, LLC
    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 216,289 shares
    Change vs previous 13F +5,663 shares

    5.11% of the 13F portfolio, value $127,325,000.

    13F-HR 0001624758-25-000002 filed by Capital Analysts, LLC
    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 210,626 shares
    Change vs previous 13F not available

    4.95% of the 13F portfolio, value $121,493,000.

    13F-HR 0001624758-24-000014 filed by Capital Analysts, LLC
    Filed (acceptance time not in the bulk data set), ingested

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