Skip to content
Disclosery

Austin Private Wealth, LLC: IVV position timeline

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

Austin Private Wealth, LLC held 7,050 IVV shares at 2025-12-31 per its 13F-HR filed 2026-01-20.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 7,050 shares
    Change vs previous 13F +1,957 shares

    0.36% of the 13F portfolio, value $4,828,644.

    13F-HR 0001172661-26-000230 filed by Austin Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-09-30
    13F 5,093 shares
    Change vs previous 13F +260 shares

    0.26% of the 13F portfolio, value $3,408,829.

    13F-HR 0001172661-25-004325 filed by Austin Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 4,833 shares
    Change vs previous 13F -1 shares

    0.24% of the 13F portfolio, value $3,000,834.

    13F-HR 0001172661-25-002847 filed by Austin Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 4,834 shares
    Change vs previous 13F -91 shares

    0.24% of the 13F portfolio, value $2,716,143.

    13F-HR 0001172661-25-001646 filed by Austin Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 4,925 shares
    Change vs previous 13F -580 shares

    0.27% of the 13F portfolio, value $2,899,034.

    13F-HR 0001172661-25-000335 filed by Austin Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 5,505 shares
    Change vs previous 13F +957 shares

    0.31% of the 13F portfolio, value $3,175,360.

    13F-HR 0001172661-24-004415 filed by Austin Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-06-30
    13F/A 4,548 shares
    Change vs previous 13F -19 shares

    0.27% of the 13F portfolio, value $2,488,802.

    13F-HR/A 0001085146-24-003037 filed by Austin Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-03-31
    13F 4,567 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $2,384,111.

    13F-HR 0001085146-24-001782 filed by Austin Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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