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1 NORTH WEALTH SERVICES LLC: IVV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 1 NORTH WEALTH SERVICES LLC on IVV, newest first. How the timeline and the estimate are built.

1 NORTH WEALTH SERVICES LLC held 10,022 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,022 shares
    Change vs previous 13F +528 shares

    2.45% of the 13F portfolio, value $7,505,558.

    13F-HR 0001641761-26-000003 filed by 1 NORTH WEALTH SERVICES 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 9,494 shares
    Change vs previous 13F +48 shares

    2.24% of the 13F portfolio, value $6,201,735.

    13F-HR 0001641761-26-000002 filed by 1 NORTH WEALTH SERVICES 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 9,446 shares
    Change vs previous 13F +2,984 shares

    2.28% of the 13F portfolio, value $6,470,110.

    13F-HR 0001641761-26-000001 filed by 1 NORTH WEALTH SERVICES 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 6,462 shares
    Change vs previous 13F -309 shares

    1.77% of the 13F portfolio, value $4,325,179.

    13F-HR 0001641761-25-000008 filed by 1 NORTH WEALTH SERVICES 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 6,771 shares
    Change vs previous 13F -3,406 shares

    1.67% of the 13F portfolio, value $4,204,265.

    13F-HR 0001641761-25-000005 filed by 1 NORTH WEALTH SERVICES 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 10,177 shares
    Change vs previous 13F -740 shares

    2.65% of the 13F portfolio, value $5,718,593.

    13F-HR 0001641761-25-000004 filed by 1 NORTH WEALTH SERVICES 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 10,917 shares
    Change vs previous 13F not available

    2.72% of the 13F portfolio, value $6,426,763.

    13F-HR 0001641761-25-000003 filed by 1 NORTH WEALTH SERVICES LLC
    Filed (acceptance time not in the bulk data set), ingested

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