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Gallagher Fiduciary Advisors, LLC: IVV position timeline

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

Gallagher Fiduciary Advisors, LLC held 8,525 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 8,525 shares
    Change vs previous 13F +1,677 shares

    0.21% of the 13F portfolio, value $6,384,656.

    13F-HR 0001527781-26-000005 filed by Gallagher Fiduciary Advisors, 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 6,848 shares
    Change vs previous 13F +493 shares

    0.18% of the 13F portfolio, value $4,472,966.

    13F-HR 0001527781-26-000002 filed by Gallagher Fiduciary 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 ended2025-12-31
    13F 6,355 shares
    Change vs previous 13F +64 shares

    0.14% of the 13F portfolio, value $4,353,105.

    13F-HR 0001527781-26-000001 filed by Gallagher Fiduciary 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 ended2025-09-30
    13F 6,291 shares
    Change vs previous 13F -223 shares

    0.15% of the 13F portfolio, value $4,210,578.

    13F-HR 0001527781-25-000002 filed by Gallagher Fiduciary Advisors, 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 6,514 shares
    Change vs previous 13F -567 shares

    0.16% of the 13F portfolio, value $4,044,414.

    13F-HR 0001085146-25-005267 filed by Gallagher Fiduciary Advisors, 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 7,081 shares
    Change vs previous 13F -215 shares

    0.13% of the 13F portfolio, value $3,978,877.

    13F-HR 0001085146-25-003320 filed by Gallagher Fiduciary Advisors, 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 7,296 shares
    Change vs previous 13F +892 shares

    0.84% of the 13F portfolio, value $4,294,977.

    13F-HR 0001085146-25-001711 filed by Gallagher Fiduciary Advisors, 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 6,404 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $3,693,955.

    13F-HR 0001085146-24-005948 filed by Gallagher Fiduciary Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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