21 West Wealth Management LLC: IVV position timeline

21 West Wealth Management LLC held 3,168 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 3,168 shares

   Change vs previous 13F -68 shares

   2.03% of the 13F portfolio, value $2,372,484.

   13F-HR 0002067541-26-000003 filed by 21 West Wealth Management LLC
   Filed 2026-07-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 3,236 shares

   Change vs previous 13F -29 shares

   1.96% of the 13F portfolio, value $2,113,788.

   13F-HR 0002067541-26-000002 filed by 21 West Wealth Management LLC
   Filed 2026-04-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 3,265 shares

   Change vs previous 13F -29 shares

   2.04% of the 13F portfolio, value $2,236,329.

   13F-HR 0002067541-26-000001 filed by 21 West Wealth Management LLC
   Filed 2026-01-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 3,294 shares

   Change vs previous 13F 0 shares

   2.09% of the 13F portfolio, value $2,204,674.

   13F-HR 0002067541-25-000003 filed by 21 West Wealth Management LLC
   Filed 2025-10-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 3,294 shares

   Change vs previous 13F not available

   2.06% of the 13F portfolio, value $2,045,245.

   13F-HR 0002067541-25-000002 filed by 21 West Wealth Management LLC
   Filed 2025-07-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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