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TECTONIC ADVISORS LLC: IVV position timeline

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

TECTONIC ADVISORS LLC held 143,909 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 143,909 shares
    Change vs previous 13F +8,004 shares

    5.18% of the 13F portfolio, value $107,772,138.

    13F-HR 0001859918-26-000006 filed by TECTONIC 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 135,905 shares
    Change vs previous 13F +2,284 shares

    4.69% of the 13F portfolio, value $88,774,458.

    13F-HR 0001859918-26-000004 filed by TECTONIC 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 133,621 shares
    Change vs previous 13F +7,332 shares

    4.83% of the 13F portfolio, value $91,522,149.

    13F-HR 0001859918-26-000003 filed by TECTONIC 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 126,289 shares
    Change vs previous 13F +4,093 shares

    4.62% of the 13F portfolio, value $84,525,346.

    13F-HR 0001859918-25-000003 filed by TECTONIC 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 122,196 shares
    Change vs previous 13F +9,373 shares

    4.41% of the 13F portfolio, value $75,871,201.

    13F-HR 0001085146-25-004073 filed by TECTONIC 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 112,823 shares
    Change vs previous 13F +4,046 shares

    3.96% of the 13F portfolio, value $63,394,980.

    13F-HR 0001085146-25-002539 filed by TECTONIC 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 108,777 shares
    Change vs previous 13F +2,932 shares

    4.19% of the 13F portfolio, value $64,035,013.

    13F-HR 0001085146-25-000511 filed by TECTONIC 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 105,845 shares
    Change vs previous 13F not available

    4.01% of the 13F portfolio, value $61,053,513.

    13F-HR 0001085146-24-005077 filed by TECTONIC ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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