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Disclosery

Base Wealth Management LLC: IVOO position timeline

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

Base Wealth Management LLC held 9,419 IVOO 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 9,419 shares
    Change vs previous 13F -876 shares

    0.57% of the 13F portfolio, value $1,228,234.

    13F-HR 0002083977-26-000005 filed by Base 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 10,295 shares
    Change vs previous 13F -1,722 shares

    0.66% of the 13F portfolio, value $1,176,938.

    13F-HR 0002083977-26-000004 filed by Base 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 12,017 shares
    Change vs previous 13F -1,662 shares

    0.72% of the 13F portfolio, value $1,343,524.

    13F-HR 0002083977-26-000002 filed by Base Wealth Management 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 13,679 shares
    Change vs previous 13F -1,513 shares

    0.86% of the 13F portfolio, value $1,509,862.

    13F-HR 0002083977-25-000003 filed by Base Wealth Management 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 15,192 shares
    Change vs previous 13F -1,970 shares

    1.02% of the 13F portfolio, value $1,594,805.

    13F-HR 0002083977-25-000002 filed by Base Wealth Management 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 17,162 shares
    Change vs previous 13F not available

    1.29% of the 13F portfolio, value $1,693,863.

    13F-HR 0002083977-25-000001 filed by Base Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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