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Avid Wealth Partners LLC: IVV position timeline

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

Avid Wealth Partners LLC held 14,463 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,463 shares
    Change vs previous 13F -597 shares

    5.24% of the 13F portfolio, value $10,831,162.

    13F-HR 0001992344-26-000007 filed by Avid 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 15,060 shares
    Change vs previous 13F +1,531 shares

    4.65% of the 13F portfolio, value $9,837,103.

    13F-HR 0001992344-26-000005 filed by Avid 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 13,529 shares
    Change vs previous 13F +4,342 shares

    4.53% of the 13F portfolio, value $9,266,615.

    13F-HR 0001992344-26-000003 filed by Avid 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 9,187 shares
    Change vs previous 13F +209 shares

    3.06% of the 13F portfolio, value $6,148,689.

    13F-HR 0001992344-25-000009 filed by Avid 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 8,978 shares
    Change vs previous 13F -7,473 shares

    3.19% of the 13F portfolio, value $5,574,144.

    13F-HR 0001992344-25-000005 filed by Avid 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 16,451 shares
    Change vs previous 13F -1,407 shares

    6.27% of the 13F portfolio, value $9,243,980.

    13F-HR 0001992344-25-000003 filed by Avid 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 17,858 shares
    Change vs previous 13F +3,956 shares

    7.47% of the 13F portfolio, value $10,512,550.

    13F-HR 0001992344-25-000002 filed by Avid Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 13,902 shares
    Change vs previous 13F not available

    5.68% of the 13F portfolio, value $8,019,231.

    13F-HR 0001992344-24-000006 filed by Avid Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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