BUCKINGHAM STRATEGIC WEALTH, LLC: IVV position timeline

BUCKINGHAM STRATEGIC WEALTH, LLC held 209,830 IVV shares at 2024-06-30 per its 13F-HR filed 2024-08-12.

the latest 13F is the newest step

1. period ended2024-06-30

   13F 209,830 shares

   Change vs previous 13F -3,275 shares

   1.19% of the 13F portfolio, value $114,825,478.

   13F-HR 0001085146-24-003709 filed by BUCKINGHAM STRATEGIC WEALTH, LLC
   Filed 2024-08-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

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

2. period ended2024-03-31

   13F 213,105 shares

   Change vs previous 13F +1,445 shares

   1.18% of the 13F portfolio, value $112,035,582.

   13F-HR 0001085146-24-002355 filed by BUCKINGHAM STRATEGIC WEALTH, LLC
   Filed 2024-05-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

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

3. period ended2023-12-31

   13F 211,660 shares

   Change vs previous 13F +74,570 shares

   1.2% of the 13F portfolio, value $101,095,362.

   13F-HR 0001085146-24-001388 filed by BUCKINGHAM STRATEGIC WEALTH, LLC
   Filed 2024-02-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

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

4. period ended2023-09-30

   13F 137,090 shares

   Change vs previous 13F +3,956 shares

   0.83% of the 13F portfolio, value $58,870,431.

   13F-HR 0001085146-23-004311 filed by BUCKINGHAM STRATEGIC WEALTH, LLC
   Filed 2023-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:30:40 UTC

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

5. period ended2023-06-30

   13F 133,134 shares

   Change vs previous 13F +5,074 shares

   0.84% of the 13F portfolio, value $59,339,321.

   13F-HR 0001085146-23-003310 filed by BUCKINGHAM STRATEGIC WEALTH, LLC
   Filed 2023-08-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:31:37 UTC

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

6. period ended2023-03-31

   13F 128,060 shares

   Change vs previous 13F 0 shares

   0.89% of the 13F portfolio, value $49,201,900.

   13F-HR 0001085146-23-002227 filed by BUCKINGHAM STRATEGIC WEALTH, LLC
   Filed 2023-05-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:32:36 UTC

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

7. period ended2022-12-31

   13F 128,060 shares

   Change vs previous 13F +6,849 shares

   0.89% of the 13F portfolio, value $49,201,900.

   13F-HR 0001085146-23-001099 filed by BUCKINGHAM STRATEGIC WEALTH, LLC
   Filed 2023-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:33:21 UTC

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

8. period ended2022-09-30

   13F 121,211 shares

   Change vs previous 13F not available

   0.89% of the 13F portfolio, value $43,472,000.

   13F-HR 0001085146-22-003813 filed by BUCKINGHAM STRATEGIC WEALTH, LLC
   Filed 2022-11-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:34:10 UTC

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