Altus Wealth Group LLC: IVV position timeline

Altus Wealth Group LLC held 46,761 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 46,761 shares

   Change vs previous 13F +980 shares

   12.65% of the 13F portfolio, value $35,018,616.

   13F-HR 0001842572-26-000004 filed by Altus Wealth Group LLC
   Filed 2026-07-17 (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 45,781 shares

   Change vs previous 13F -882 shares

   12.25% of the 13F portfolio, value $29,904,662.

   13F-HR 0001842572-26-000003 filed by Altus Wealth Group LLC
   Filed 2026-04-27 (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 46,663 shares

   Change vs previous 13F +2,075 shares

   12.77% of the 13F portfolio, value $31,961,355.

   13F-HR 0001842572-26-000001 filed by Altus Wealth Group LLC
   Filed 2026-02-13 (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 44,588 shares

   Change vs previous 13F +1,025 shares

   12.25% of the 13F portfolio, value $29,842,748.

   13F-HR 0001842572-25-000013 filed by Altus Wealth Group LLC
   Filed 2025-10-21 (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 43,563 shares

   Change vs previous 13F -3,206 shares

   11.97% of the 13F portfolio, value $27,048,267.

   13F-HR 0001842572-25-000008 filed by Altus Wealth Group LLC
   Filed 2025-07-29 (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 ended2025-03-31

   13F 46,769 shares

   Change vs previous 13F +11,592 shares

   12.31% of the 13F portfolio, value $26,279,501.

   13F-HR 0001842572-25-000006 filed by Altus Wealth Group LLC
   Filed 2025-04-25 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 35,177 shares

   Change vs previous 13F +2,652 shares

   9.16% of the 13F portfolio, value $20,707,996.

   13F-HR 0001842572-25-000002 filed by Altus Wealth Group LLC
   Filed 2025-02-10 (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).

8. period ended2024-09-30

   13F 32,525 shares

   Change vs previous 13F not available

   8.02% of the 13F portfolio, value $18,761,071.

   13F-HR 0001842572-24-000010 filed by Altus Wealth Group LLC
   Filed 2024-10-22 (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).