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Disclosery

Bernardo Wealth Planning LLC: IVV position timeline

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

Bernardo Wealth Planning LLC held 87,118 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 87,118 shares
    Change vs previous 13F +1,762 shares

    11.15% of the 13F portfolio, value $65,241,866.

    13F-HR 0001765595-26-000003 filed by Bernardo Wealth Planning 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 85,356 shares
    Change vs previous 13F +36 shares

    10.91% of the 13F portfolio, value $55,755,396.

    13F-HR 0001765595-26-000002 filed by Bernardo Wealth Planning 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 85,320 shares
    Change vs previous 13F +22 shares

    11.14% of the 13F portfolio, value $58,438,877.

    13F-HR 0001765595-26-000001 filed by Bernardo Wealth Planning 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 85,298 shares
    Change vs previous 13F +3,288 shares

    11.19% of the 13F portfolio, value $57,090,274.

    13F-HR 0001765595-25-000007 filed by Bernardo Wealth Planning 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 82,010 shares
    Change vs previous 13F +3,990 shares

    11.06% of the 13F portfolio, value $50,920,000.

    13F-HR 0001765595-25-000006 filed by Bernardo Wealth Planning 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/A 78,020 shares
    Change vs previous 13F +2,059 shares

    10.49% of the 13F portfolio, value $43,839,000.

    13F-HR/A 0001765595-25-000004 filed by Bernardo Wealth Planning 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 75,961 shares
    Change vs previous 13F +3,217 shares

    10.6% of the 13F portfolio, value $44,310,494.

    13F-HR 0001765595-25-000001 filed by Bernardo Wealth Planning 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 72,744 shares
    Change vs previous 13F not available

    10.32% of the 13F portfolio, value $42,573,000.

    13F-HR 0001765595-24-000005 filed by Bernardo Wealth Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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