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ACIMA PRIVATE WEALTH, LLC: IVV position timeline

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

ACIMA PRIVATE WEALTH, LLC held 45,306 IVV shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 45,306 shares
    Change vs previous 13F +139 shares

    10.08% of the 13F portfolio, value $34,697,600.

    13F-HR 0001761961-26-000005 filed by ACIMA PRIVATE WEALTH, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 45,167 shares
    Change vs previous 13F +1,359 shares

    9.82% of the 13F portfolio, value $33,825,115.

    13F-HR 0001761961-26-000004 filed by ACIMA PRIVATE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 43,808 shares
    Change vs previous 13F +855 shares

    8.98% of the 13F portfolio, value $28,615,824.

    13F-HR 0001761961-26-000003 filed by ACIMA PRIVATE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 42,953 shares
    Change vs previous 13F -747 shares

    9.13% of the 13F portfolio, value $29,420,228.

    13F-HR 0001761961-26-000001 filed by ACIMA PRIVATE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 43,700 shares
    Change vs previous 13F +1,442 shares

    9.16% of the 13F portfolio, value $29,248,410.

    13F-HR 0001761961-25-000006 filed by ACIMA PRIVATE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 42,258 shares
    Change vs previous 13F +148 shares

    8.94% of the 13F portfolio, value $26,237,992.

    13F-HR 0001761961-25-000003 filed by ACIMA PRIVATE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 42,110 shares
    Change vs previous 13F +5,524 shares

    8.49% of the 13F portfolio, value $23,661,438.

    13F-HR 0001761961-25-000002 filed by ACIMA PRIVATE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 36,586 shares
    Change vs previous 13F not available

    7.25% of the 13F portfolio, value $21,537,268.

    13F-HR 0001761961-25-000001 filed by ACIMA PRIVATE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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