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Disclosery

AWM CAPITAL, LLC: IVV position timeline

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

AWM CAPITAL, LLC held 13,545 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,545 shares
    Change vs previous 13F +73 shares

    0.81% of the 13F portfolio, value $10,143,612.

    13F-HR 0001172661-26-002966 filed by AWM CAPITAL, 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 13,472 shares
    Change vs previous 13F -74 shares

    0.8% of the 13F portfolio, value $8,800,483.

    13F-HR 0001172661-26-001725 filed by AWM CAPITAL, 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 13,546 shares
    Change vs previous 13F +3 shares

    0.84% of the 13F portfolio, value $9,278,612.

    13F-HR 0001172661-26-000937 filed by AWM CAPITAL, 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 13,543 shares
    Change vs previous 13F -5 shares

    0.82% of the 13F portfolio, value $9,064,540.

    13F-HR 0001172661-25-004483 filed by AWM CAPITAL, 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 13,548 shares
    Change vs previous 13F 0 shares

    0.88% of the 13F portfolio, value $8,412,084.

    13F-HR 0001172661-25-002678 filed by AWM CAPITAL, 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 13,548 shares
    Change vs previous 13F +1 shares

    0.89% of the 13F portfolio, value $7,612,680.

    13F-HR 0001172661-25-001613 filed by AWM CAPITAL, 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 13,547 shares
    Change vs previous 13F -169 shares

    0.98% of the 13F portfolio, value $7,974,848.

    13F-HR 0001172661-25-000501 filed by AWM CAPITAL, 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 13,716 shares
    Change vs previous 13F not available

    0.96% of the 13F portfolio, value $7,911,663.

    13F-HR 0001172661-24-005100 filed by AWM CAPITAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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