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Disclosery

Activest Wealth Management: IVV position timeline

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

Activest Wealth Management held 13,590 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,590 shares
    Change vs previous 13F +67 shares

    1.97% of the 13F portfolio, value $10,177,310.

    13F-HR 0001883134-26-000003 filed by Activest Wealth Management
    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 13,523 shares
    Change vs previous 13F -3,832 shares

    1.55% of the 13F portfolio, value $8,833,653.

    13F-HR 0001883134-26-000002 filed by Activest Wealth Management
    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 17,355 shares
    Change vs previous 13F +5,404 shares

    2.22% of the 13F portfolio, value $11,886,901.

    13F-HR 0001883134-26-000001 filed by Activest Wealth Management
    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 11,951 shares
    Change vs previous 13F +10,804 shares

    1.62% of the 13F portfolio, value $7,998,583.

    13F-HR 0001883134-25-000008 filed by Activest Wealth Management
    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 1,147 shares
    Change vs previous 13F +3 shares

    0.17% of the 13F portfolio, value $712,413.

    13F-HR 0001883134-25-000005 filed by Activest Wealth Management
    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 1,144 shares
    Change vs previous 13F +17 shares

    0.17% of the 13F portfolio, value $642,744.

    13F-HR 0001883134-25-000004 filed by Activest Wealth Management
    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 1,127 shares
    Change vs previous 13F +12 shares

    0.19% of the 13F portfolio, value $663,665.

    13F-HR 0001883134-25-000001 filed by Activest Wealth Management
    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 1,115 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $643,108.

    13F-HR 0001879757-24-000010 filed by Activest Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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