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Braeburn Wealth Management LLC: IVV position timeline

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

Braeburn Wealth Management LLC held 31,112 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,112 shares
    Change vs previous 13F +7,500 shares

    10% of the 13F portfolio, value $23,298,285.

    13F-HR 0002085853-26-000796 filed by Braeburn 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 23,612 shares
    Change vs previous 13F -7,452 shares

    8.82% of the 13F portfolio, value $15,423,650.

    13F-HR 0002085853-26-000407 filed by Braeburn 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 31,064 shares
    Change vs previous 13F not available

    10.87% of the 13F portfolio, value $21,276,756.

    13F-HR 0002085853-26-000280 filed by Braeburn Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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