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Aurora Private Wealth, Inc.: IVV position timeline

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

Aurora Private Wealth, Inc. held 624 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 624 shares
    Change vs previous 13F +1 shares

    0.3% of the 13F portfolio, value $467,000.

    13F-HR 0001802132-26-000003 filed by Aurora Private Wealth, 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 623 shares
    Change vs previous 13F -10 shares

    0.3% of the 13F portfolio, value $427,000.

    13F-HR 0001802132-26-000002 filed by Aurora Private Wealth, 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 633 shares
    Change vs previous 13F +2 shares

    0.28% of the 13F portfolio, value $433,000.

    13F-HR 0001802132-26-000001 filed by Aurora Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 631 shares
    Change vs previous 13F -977 shares

    0.29% of the 13F portfolio, value $392,000.

    13F-HR 0001802132-25-000004 filed by Aurora Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F/A 1,608 shares
    Change vs previous 13F 0 shares

    0.72% of the 13F portfolio, value $903,000.

    13F-HR/A 0001802132-25-000003 filed by Aurora Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 1,608 shares
    Change vs previous 13F -2 shares

    0.71% of the 13F portfolio, value $947,000.

    13F-HR 0001802132-25-000001 filed by Aurora Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 1,610 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $929,000.

    13F-HR 0001802132-24-000004 filed by Aurora Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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