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Disclosery

Alaethes Wealth, LLC: IVV position timeline

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

Alaethes Wealth, LLC held 5,921 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,921 shares
    Change vs previous 13F +97 shares

    1.29% of the 13F portfolio, value $4,434,320.

    13F-HR 0001859677-26-000003 filed by Alaethes Wealth, 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 5,824 shares
    Change vs previous 13F +29 shares

    1.1% of the 13F portfolio, value $3,804,419.

    13F-HR 0001859677-26-000002 filed by Alaethes 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 ended2025-12-31
    13F 5,795 shares
    Change vs previous 13F +438 shares

    1.12% of the 13F portfolio, value $3,969,357.

    13F-HR 0001859677-26-000001 filed by Alaethes 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 ended2025-09-30
    13F 5,357 shares
    Change vs previous 13F -111 shares

    1.02% of the 13F portfolio, value $3,585,440.

    13F-HR 0001859677-25-000009 filed by Alaethes 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 ended2025-06-30
    13F 5,468 shares
    Change vs previous 13F +66 shares

    1.01% of the 13F portfolio, value $3,395,081.

    13F-HR 0001859677-25-000008 filed by Alaethes 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 ended2025-03-31
    13F 5,402 shares
    Change vs previous 13F -275 shares

    1.11% of the 13F portfolio, value $3,035,384.

    13F-HR 0001859677-25-000005 filed by Alaethes 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 ended2024-12-31
    13F 5,677 shares
    Change vs previous 13F +597 shares

    1.19% of the 13F portfolio, value $3,341,936.

    13F-HR 0001859677-25-000001 filed by Alaethes 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 ended2024-09-30
    13F 5,080 shares
    Change vs previous 13F not available

    1.08% of the 13F portfolio, value $2,930,246.

    13F-HR 0001859677-24-000007 filed by Alaethes Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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