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Archvest Wealth Advisors, Inc.: IVV position timeline

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

Archvest Wealth Advisors, Inc. held 20,719 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,719 shares
    Change vs previous 13F +1,384 shares

    8.98% of the 13F portfolio, value $15,516,150.

    13F-HR 0001910174-26-000004 filed by Archvest Wealth Advisors, 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 19,335 shares
    Change vs previous 13F +725 shares

    8.15% of the 13F portfolio, value $12,629,726.

    13F-HR 0001910174-26-000003 filed by Archvest Wealth Advisors, 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/A 18,610 shares
    Change vs previous 13F +715 shares

    8.13% of the 13F portfolio, value $12,746,627.

    13F-HR/A 0001910174-26-000002 filed by Archvest Wealth Advisors, Inc.
    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 17,895 shares
    Change vs previous 13F +747 shares

    10.68% of the 13F portfolio, value $11,976,805.

    13F-HR 0001910174-25-000006 filed by Archvest Wealth Advisors, Inc.
    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 17,148 shares
    Change vs previous 13F +1,811 shares

    9.28% of the 13F portfolio, value $10,647,447.

    13F-HR 0001910174-25-000004 filed by Archvest Wealth Advisors, Inc.
    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 15,337 shares
    Change vs previous 13F +3,310 shares

    7.13% of the 13F portfolio, value $8,618,010.

    13F-HR 0001910174-25-000002 filed by Archvest Wealth Advisors, Inc.
    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 12,027 shares
    Change vs previous 13F +3,598 shares

    5.13% of the 13F portfolio, value $7,080,120.

    13F-HR 0001910174-25-000001 filed by Archvest Wealth Advisors, Inc.
    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 8,429 shares
    Change vs previous 13F not available

    3.09% of the 13F portfolio, value $4,861,982.

    13F-HR 0001910174-24-000008 filed by Archvest Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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