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Aletheian Wealth Advisors LLC: IVV position timeline

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

Aletheian Wealth Advisors LLC held 10,785 IVV shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 10,785 shares
    Change vs previous 13F -147 shares

    3.32% of the 13F portfolio, value $8,260,038.

    13F-HR 0002085853-26-001109 filed by Aletheian Wealth Advisors LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 10,932 shares
    Change vs previous 13F -21 shares

    3.5% of the 13F portfolio, value $8,187,203.

    13F-HR 0002085853-26-000663 filed by Aletheian Wealth Advisors 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 10,953 shares
    Change vs previous 13F -1,033 shares

    3.49% of the 13F portfolio, value $7,154,904.

    13F-HR 0002085853-26-000305 filed by Aletheian Wealth Advisors 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 11,986 shares
    Change vs previous 13F -23 shares

    3.73% of the 13F portfolio, value $8,022,364.

    13F-HR 0002085853-25-000252 filed by Aletheian Wealth Advisors 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 12,009 shares
    Change vs previous 13F -19 shares

    3.67% of the 13F portfolio, value $7,456,513.

    13F-HR 0001667731-25-000729 filed by Aletheian Wealth Advisors 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 12,028 shares
    Change vs previous 13F -63 shares

    3.8% of the 13F portfolio, value $6,758,646.

    13F-HR 0001667731-25-000380 filed by Aletheian Wealth Advisors 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 12,091 shares
    Change vs previous 13F not available

    4.21% of the 13F portfolio, value $7,117,848.

    13F-HR 0001667731-25-000272 filed by Aletheian Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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