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Beirne Wealth Consulting Services, LLC: IVV position timeline

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

Beirne Wealth Consulting Services, LLC held 27,441 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 27,441 shares
    Change vs previous 13F +167 shares

    4.09% of the 13F portfolio, value $20,568,972.

    13F-HR 0001697303-26-000004 filed by Beirne Wealth Consulting Services, 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 27,274 shares
    Change vs previous 13F -5,920 shares

    5.04% of the 13F portfolio, value $17,834,216.

    13F-HR 0001697303-26-000003 filed by Beirne Wealth Consulting Services, 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 33,194 shares
    Change vs previous 13F +285 shares

    6.59% of the 13F portfolio, value $22,755,239.

    13F-HR 0001697303-26-000002 filed by Beirne Wealth Consulting Services, 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 32,909 shares
    Change vs previous 13F +176 shares

    5.29% of the 13F portfolio, value $22,043,934.

    13F-HR 0001697303-25-000003 filed by Beirne Wealth Consulting Services, 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 32,733 shares
    Change vs previous 13F +11,090 shares

    6.6% of the 13F portfolio, value $20,338,022.

    13F-HR 0001085146-25-004456 filed by Beirne Wealth Consulting Services, 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 21,643 shares
    Change vs previous 13F -79 shares

    4.34% of the 13F portfolio, value $12,173,602.

    13F-HR 0001085146-25-002521 filed by Beirne Wealth Consulting Services, 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 21,722 shares
    Change vs previous 13F -138 shares

    4.62% of the 13F portfolio, value $12,799,753.

    13F-HR 0001085146-25-000664 filed by Beirne Wealth Consulting Services, 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 21,860 shares
    Change vs previous 13F not available

    4.43% of the 13F portfolio, value $12,621,510.

    13F-HR 0001085146-24-005389 filed by Beirne Wealth Consulting Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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