Skip to content
Disclosery

Aegis Wealth Management, Inc.: IVV position timeline

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

Aegis Wealth Management, Inc. held 3,910 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 3,910 shares
    Change vs previous 13F +1,327 shares

    1.89% of the 13F portfolio, value $2,928,259.

    13F-HR 0002096565-26-000003 filed by Aegis Wealth Management, Inc.
    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 2,583 shares
    Change vs previous 13F +569 shares

    1.33% of the 13F portfolio, value $1,687,172.

    13F-HR 0002096565-26-000002 filed by Aegis Wealth Management, Inc.
    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 2,014 shares
    Change vs previous 13F not available

    1.08% of the 13F portfolio, value $1,379,393.

    13F-HR 0002096565-26-000001 filed by Aegis Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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