Skip to content
Disclosery

Aureum Wealth Management, LLC: IVV position timeline

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

Aureum Wealth Management, LLC held 1,629 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,629 shares
    Change vs previous 13F -15 shares

    0.76% of the 13F portfolio, value $1,219,942.

    13F-HR 0002093444-26-000003 filed by Aureum Wealth Management, 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 1,644 shares
    Change vs previous 13F +141 shares

    0.75% of the 13F portfolio, value $1,073,877.

    13F-HR 0002093444-26-000002 filed by Aureum Wealth Management, 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 1,503 shares
    Change vs previous 13F not available

    0.96% of the 13F portfolio, value $1,029,465.

    13F-HR 0002093444-26-000001 filed by Aureum Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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