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Bryant Woods Investment Advisors, LLC: IVV position timeline

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

Bryant Woods Investment Advisors, LLC held 134,386 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 134,386 shares
    Change vs previous 13F +4,261 shares

    27.99% of the 13F portfolio, value $100,645,489.

    13F-HR 0001910641-26-000004 filed by Bryant Woods Investment Advisors, 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 130,125 shares
    Change vs previous 13F +5,424 shares

    31.28% of the 13F portfolio, value $85,004,804.

    13F-HR 0001910641-26-000003 filed by Bryant Woods Investment Advisors, 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 124,701 shares
    Change vs previous 13F -3,175 shares

    33.1% of the 13F portfolio, value $85,413,625.

    13F-HR 0001910641-26-000001 filed by Bryant Woods Investment Advisors, 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 127,876 shares
    Change vs previous 13F +745 shares

    33.47% of the 13F portfolio, value $85,587,839.

    13F-HR 0001910641-25-000002 filed by Bryant Woods Investment Advisors, 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 127,131 shares
    Change vs previous 13F +1,589 shares

    34.07% of the 13F portfolio, value $78,936,223.

    13F-HR 0001085146-25-004140 filed by Bryant Woods Investment Advisors, 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 125,542 shares
    Change vs previous 13F +9,442 shares

    33.92% of the 13F portfolio, value $70,541,886.

    13F-HR 0001085146-25-002470 filed by Bryant Woods Investment Advisors, 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 116,100 shares
    Change vs previous 13F +2,919 shares

    33.11% of the 13F portfolio, value $68,347,083.

    13F-HR 0001085146-25-000389 filed by Bryant Woods Investment Advisors, 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 113,181 shares
    Change vs previous 13F not available

    33.25% of the 13F portfolio, value $65,288,658.

    13F-HR 0001085146-24-005667 filed by Bryant Woods Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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