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AAF Wealth Management, LLC: IVV position timeline

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

AAF Wealth Management, LLC held 81,307 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 81,307 shares
    Change vs previous 13F -5,085 shares

    22.46% of the 13F portfolio, value $60,890,024.

    13F-HR 0001726609-26-000005 filed by AAF Wealth Management, 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 86,392 shares
    Change vs previous 13F +864 shares

    23.15% of the 13F portfolio, value $56,432,149.

    13F-HR 0001726609-26-000002 filed by AAF Wealth Management, 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 85,528 shares
    Change vs previous 13F -1,113 shares

    24.7% of the 13F portfolio, value $58,581,219.

    13F-HR 0001726609-26-000001 filed by AAF Wealth Management, 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 86,641 shares
    Change vs previous 13F +1,875 shares

    26.27% of the 13F portfolio, value $57,988,928.

    13F-HR 0001726609-25-000003 filed by AAF Wealth Management, 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 84,766 shares
    Change vs previous 13F +7,905 shares

    23.97% of the 13F portfolio, value $52,631,142.

    13F-HR 0001085146-25-004526 filed by AAF Wealth Management, 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 76,861 shares
    Change vs previous 13F +1,075 shares

    23.31% of the 13F portfolio, value $43,187,984.

    13F-HR 0001085146-25-003362 filed by AAF Wealth Management, 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/A 75,786 shares
    Change vs previous 13F +1,422 shares

    22.5% of the 13F portfolio, value $44,613,729.

    13F-HR/A 0001085146-25-003382 filed by AAF Wealth Management, 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/A 74,364 shares
    Change vs previous 13F not available

    21.61% of the 13F portfolio, value $42,894,405.

    13F-HR/A 0001085146-25-003381 filed by AAF Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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