Brady Martz Wealth Solutions, LLC: IVV position timeline

Brady Martz Wealth Solutions, LLC held 930 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 930 shares

   Change vs previous 13F +28 shares

   0.11% of the 13F portfolio, value $696,222.

   13F-HR 0002049470-26-000004 filed by Brady Martz Wealth Solutions, LLC
   Filed 2026-07-23 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 902 shares

   Change vs previous 13F +319 shares

   0.1% of the 13F portfolio, value $589,195.

   13F-HR 0002049470-26-000003 filed by Brady Martz Wealth Solutions, LLC
   Filed 2026-04-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 583 shares

   Change vs previous 13F -152 shares

   0.07% of the 13F portfolio, value $399,320.

   13F-HR 0002049470-26-000002 filed by Brady Martz Wealth Solutions, LLC
   Filed 2026-01-15 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 735 shares

   Change vs previous 13F +353 shares

   0.09% of the 13F portfolio, value $491,936.

   13F-HR 0002049470-25-000007 filed by Brady Martz Wealth Solutions, LLC
   Filed 2025-10-15 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 382 shares

   Change vs previous 13F not available

   0.05% of the 13F portfolio, value $237,184.

   13F-HR 0002049470-25-000006 filed by Brady Martz Wealth Solutions, LLC
   Filed 2025-07-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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