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Disclosery

Boyd Wealth Management, LLC: IVV position timeline

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

Boyd Wealth Management, LLC held 15,648 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,648 shares
    Change vs previous 13F -109 shares

    4.44% of the 13F portfolio, value $11,718,569.

    13F-HR 0001846114-26-000010 filed by Boyd 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 15,757 shares
    Change vs previous 13F -39 shares

    4.35% of the 13F portfolio, value $10,292,577.

    13F-HR 0001846114-26-000009 filed by Boyd 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 15,796 shares
    Change vs previous 13F -238 shares

    4.59% of the 13F portfolio, value $10,819,256.

    13F-HR 0001846114-26-000001 filed by Boyd 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 16,034 shares
    Change vs previous 13F -138 shares

    4.62% of the 13F portfolio, value $10,731,501.

    13F-HR 0001846114-25-000002 filed by Boyd 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 16,172 shares
    Change vs previous 13F -346 shares

    4.35% of the 13F portfolio, value $10,041,144.

    13F-HR 0001667731-25-000805 filed by Boyd 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 16,518 shares
    Change vs previous 13F -20 shares

    4.63% of the 13F portfolio, value $9,281,418.

    13F-HR 0001667731-25-000504 filed by Boyd 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 ended2024-12-31
    13F 16,538 shares
    Change vs previous 13F +17 shares

    4.8% of the 13F portfolio, value $9,735,542.

    13F-HR 0001667731-25-000097 filed by Boyd 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 ended2024-09-30
    13F 16,521 shares
    Change vs previous 13F not available

    4.83% of the 13F portfolio, value $9,529,596.

    13F-HR 0001846114-24-000004 filed by Boyd Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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