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Bulltick Wealth Management, LLC: IVV position timeline

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

Bulltick Wealth Management, LLC held 20,905 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,905 shares
    Change vs previous 13F +103 shares

    3.19% of the 13F portfolio, value $15,655,545.

    13F-HR 0001214659-26-009198 filed by Bulltick 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 20,802 shares
    Change vs previous 13F -3,494 shares

    3% of the 13F portfolio, value $13,588,074.

    13F-HR 0001214659-26-005091 filed by Bulltick 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 24,296 shares
    Change vs previous 13F +15,416 shares

    3.54% of the 13F portfolio, value $16,641,302.

    13F-HR 0001214659-26-001829 filed by Bulltick 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 ended2025-09-30
    13F 8,880 shares
    Change vs previous 13F -773 shares

    1.41% of the 13F portfolio, value $5,943,384.

    13F-HR 0001214659-25-016371 filed by Bulltick 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 ended2025-06-30
    13F 9,653 shares
    Change vs previous 13F 0 shares

    1.48% of the 13F portfolio, value $5,993,548.

    13F-HR 0001214659-25-011768 filed by Bulltick 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 ended2025-03-31
    13F 9,653 shares
    Change vs previous 13F +2,652 shares

    1.44% of the 13F portfolio, value $5,424,021.

    13F-HR 0001214659-25-007420 filed by Bulltick 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 ended2024-12-31
    13F 7,001 shares
    Change vs previous 13F -5,768 shares

    0.97% of the 13F portfolio, value $4,121,349.

    13F-HR 0001214659-25-002631 filed by Bulltick 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 ended2024-09-30
    13F 12,769 shares
    Change vs previous 13F not available

    1.83% of the 13F portfolio, value $7,365,415.

    13F-HR 0001214659-24-019059 filed by Bulltick Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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