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Arbor Wealth Advisors LLC: IVV position timeline

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

Arbor Wealth Advisors LLC held 3,095 IVV shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 3,095 shares
    Change vs previous 13F +9 shares

    1.48% of the 13F portfolio, value $2,370,074.

    13F-HR 0001754960-26-000835 filed by Arbor Wealth Advisors LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 3,086 shares
    Change vs previous 13F +8 shares

    1.41% of the 13F portfolio, value $2,310,923.

    13F-HR 0001754960-26-000446 filed by Arbor 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 3,078 shares
    Change vs previous 13F +9 shares

    1.41% of the 13F portfolio, value $2,010,324.

    13F-HR 0001754960-26-000315 filed by Arbor 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 ended2025-12-31
    13F 3,069 shares
    Change vs previous 13F +11 shares

    1.5% of the 13F portfolio, value $2,102,288.

    13F-HR 0001754960-26-000024 filed by Arbor 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 ended2025-09-30
    13F 3,058 shares
    Change vs previous 13F +9 shares

    1.53% of the 13F portfolio, value $2,047,009.

    13F-HR 0001754960-25-000656 filed by Arbor 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 ended2025-06-30
    13F 3,049 shares
    Change vs previous 13F +9 shares

    1.54% of the 13F portfolio, value $1,893,295.

    13F-HR 0001754960-25-000336 filed by Arbor 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 ended2025-03-31
    13F 3,040 shares
    Change vs previous 13F +10 shares

    1.52% of the 13F portfolio, value $1,708,077.

    13F-HR 0001754960-25-000184 filed by Arbor Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 3,030 shares
    Change vs previous 13F not available

    1.59% of the 13F portfolio, value $1,783,939.

    13F-HR 0001754960-25-000012 filed by Arbor Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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