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Braver Wealth Management, LLC: IVV position timeline

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

Braver Wealth Management, LLC held 388,619 IVV shares at 2016-12-31 per its 13F-HR filed 2017-02-14.

the latest 13F is the newest step

  1. period ended2016-12-31
    13F 388,619 shares
    Change vs previous 13F +70,372 shares

    14.2% of the 13F portfolio, value $87,435,000.

    13F-HR 0001566494-17-000001 filed by Braver 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 ended2016-09-30
    13F 318,247 shares
    Change vs previous 13F -50,130 shares

    11.6% of the 13F portfolio, value $69,238,000.

    13F-HR 0001566494-16-000010 filed by Braver 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 ended2016-06-30
    13F 368,377 shares
    Change vs previous 13F +48,381 shares

    13.23% of the 13F portfolio, value $77,543,000.

    13F-HR 0001566494-16-000009 filed by Braver 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 ended2016-03-31
    13F 319,996 shares
    Change vs previous 13F -102,612 shares

    10.88% of the 13F portfolio, value $66,127,000.

    13F-HR 0001566494-16-000008 filed by Braver 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 ended2015-12-31
    13F 422,608 shares
    Change vs previous 13F +58,426 shares

    17.81% of the 13F portfolio, value $86,580,000.

    13F-HR 0001566494-16-000007 filed by Braver 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 ended2015-09-30
    13F 364,182 shares
    Change vs previous 13F -86,196 shares

    17.41% of the 13F portfolio, value $70,182,000.

    13F-HR 0001566494-15-000005 filed by Braver 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 ended2015-06-30
    13F 450,378 shares
    Change vs previous 13F -52,075 shares

    22.69% of the 13F portfolio, value $93,327,402.

    13F-HR 0001566494-15-000004 filed by Braver 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 ended2015-03-31
    13F 502,453 shares
    Change vs previous 13F not available

    21.42% of the 13F portfolio, value $104,424,782.

    13F-HR 0001566494-15-000003 filed by Braver Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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