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Benchmark Wealth Management, LLC: IVOO position timeline

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

Benchmark Wealth Management, LLC held 2,841 IVOO shares at 2025-06-30 per its 13F-HR filed 2025-07-18.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 2,841 shares
    Change vs previous 13F +84 shares

    0.13% of the 13F portfolio, value $298,248.

    13F-HR 0001788241-25-000004 filed by Benchmark 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 ended2025-03-31
    13F 2,757 shares
    Change vs previous 13F -61 shares

    0.13% of the 13F portfolio, value $272,116.

    13F-HR 0001788241-25-000003 filed by Benchmark 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 ended2024-12-31
    13F 2,818 shares
    Change vs previous 13F +40 shares

    0.15% of the 13F portfolio, value $297,299.

    13F-HR 0001788241-25-000002 filed by Benchmark 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 ended2024-09-30
    13F 2,778 shares
    Change vs previous 13F -120 shares

    0.14% of the 13F portfolio, value $293,440.

    13F-HR 0001788241-24-000007 filed by Benchmark 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 ended2024-06-30
    13F 2,898 shares
    Change vs previous 13F -85 shares

    0.15% of the 13F portfolio, value $287,221.

    13F-HR 0001788241-24-000006 filed by Benchmark 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 ended2024-03-31
    13F 2,983 shares
    Change vs previous 13F +58 shares

    0.17% of the 13F portfolio, value $307,279.

    13F-HR 0001788241-24-000003 filed by Benchmark Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 2,925 shares
    Change vs previous 13F -125 shares

    0.16% of the 13F portfolio, value $274,862.

    13F-HR 0001788241-24-000001 filed by Benchmark Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 3,050 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $257,817.

    13F-HR 0001788241-23-000005 filed by Benchmark Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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