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Disclosery

Vident Advisory, LLC: IVR position timeline

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

Vident Advisory, LLC held 25,467 IVR shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,467 shares
    Change vs previous 13F +2,289 shares

    <0.01% of the 13F portfolio, value $201,189.

    13F-HR 0001172661-26-003342 filed by Vident Advisory, 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 23,178 shares
    Change vs previous 13F -7,762 shares

    <0.01% of the 13F portfolio, value $187,278.

    13F-HR 0001172661-26-001995 filed by Vident Advisory, 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 30,940 shares
    Change vs previous 13F +2,492 shares

    <0.01% of the 13F portfolio, value $260,205.

    13F-HR 0001172661-26-001275 filed by Vident Advisory, 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 28,448 shares
    Change vs previous 13F +1,707 shares

    <0.01% of the 13F portfolio, value $215,067.

    13F-HR 0001172661-25-004874 filed by Vident Advisory, 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 26,741 shares
    Change vs previous 13F +12,598 shares

    <0.01% of the 13F portfolio, value $209,649.

    13F-HR 0001172661-25-003424 filed by Vident Advisory, 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 14,143 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $111,588.

    13F-HR 0001172661-25-001986 filed by Vident Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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