ADAMSBROWN WEALTH CONSULTANTS LLC: IVV position timeline

ADAMSBROWN WEALTH CONSULTANTS LLC held 475 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 475 shares

   Change vs previous 13F -23 shares

   0.07% of the 13F portfolio, value $355,738.

   13F-HR 0001951757-26-000932 filed by ADAMSBROWN WEALTH CONSULTANTS LLC
   Filed 2026-07-09 (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 498 shares

   Change vs previous 13F +103 shares

   0.09% of the 13F portfolio, value $325,500.

   13F-HR 0001951757-26-000604 filed by ADAMSBROWN WEALTH CONSULTANTS 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 395 shares

   Change vs previous 13F -5 shares

   0.08% of the 13F portfolio, value $270,886.

   13F-HR 0001951757-26-000070 filed by ADAMSBROWN WEALTH CONSULTANTS 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 400 shares

   Change vs previous 13F +34 shares

   0.07% of the 13F portfolio, value $268,004.

   13F-HR 0001951757-25-001265 filed by ADAMSBROWN WEALTH CONSULTANTS LLC
   Filed 2025-11-03 (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 366 shares

   Change vs previous 13F +366 shares

   0.07% of the 13F portfolio, value $227,023.

   13F-HR 0001951757-25-000571 filed by ADAMSBROWN WEALTH CONSULTANTS 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).

6. period ended2024-12-31

   13F 0 shares

   Change vs previous 13F -367 shares

   13F-HR 0001951757-25-000120 filed by ADAMSBROWN WEALTH CONSULTANTS LLC
   Filed 2025-01-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

   Exited: the 13F for this period no longer lists the position.

7. period ended2024-09-30

   13F 367 shares

   Change vs previous 13F not available

   0.07% of the 13F portfolio, value $211,682.

   13F-HR 0001951757-24-001009 filed by ADAMSBROWN WEALTH CONSULTANTS LLC
   Filed 2024-10-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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