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Disclosery

Astra Wealth Partners LLC: IVV position timeline

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

Astra Wealth Partners LLC held 32,086 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 32,086 shares
    Change vs previous 13F +555 shares

    13.38% of the 13F portfolio, value $24,028,924.

    13F-HR 0002054825-26-000003 filed by Astra Wealth Partners 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 31,531 shares
    Change vs previous 13F +774 shares

    12.99% of the 13F portfolio, value $20,596,399.

    13F-HR 0002054825-26-000002 filed by Astra Wealth Partners 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 30,757 shares
    Change vs previous 13F +419 shares

    12.88% of the 13F portfolio, value $21,066,736.

    13F-HR 0002054825-26-000001 filed by Astra Wealth Partners 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/A 30,338 shares
    Change vs previous 13F +529 shares

    14.14% of the 13F portfolio, value $20,305,259.

    13F-HR/A 0002054825-25-000009 filed by Astra Wealth Partners 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 29,809 shares
    Change vs previous 13F -703 shares

    14.93% of the 13F portfolio, value $18,508,441.

    13F-HR 0002054825-25-000004 filed by Astra Wealth Partners 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 30,512 shares
    Change vs previous 13F +115 shares

    16.37% of the 13F portfolio, value $17,144,723.

    13F-HR 0002054825-25-000003 filed by Astra Wealth Partners 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 30,397 shares
    Change vs previous 13F not available

    16.88% of the 13F portfolio, value $17,894,137.

    13F-HR 0002054825-25-000002 filed by Astra Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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