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Buska Wealth Management, LLC: IVV position timeline

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

Buska Wealth Management, LLC held 42,664 IVV shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 42,664 shares
    Change vs previous 13F -5,978 shares

    11.25% of the 13F portfolio, value $32,674,513.

    13F-HR 0001910503-26-000004 filed by Buska Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 48,642 shares
    Change vs previous 13F -7,373 shares

    13.14% of the 13F portfolio, value $36,427,134.

    13F-HR 0001910503-26-000003 filed by Buska 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 ended2026-03-31
    13F 56,015 shares
    Change vs previous 13F -8,941 shares

    14.7% of the 13F portfolio, value $36,589,804.

    13F-HR 0001910503-26-000002 filed by Buska 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 ended2025-12-31
    13F 64,956 shares
    Change vs previous 13F -17,980 shares

    16.44% of the 13F portfolio, value $44,491,042.

    13F-HR 0001910503-26-000001 filed by Buska 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 ended2025-09-30
    13F 82,936 shares
    Change vs previous 13F -14,157 shares

    16.66% of the 13F portfolio, value $55,508,812.

    13F-HR 0001910503-25-000012 filed by Buska 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 ended2025-06-30
    13F 97,093 shares
    Change vs previous 13F +1,170 shares

    16.47% of the 13F portfolio, value $60,284,950.

    13F-HR 0001910503-25-000011 filed by Buska 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 ended2025-03-31
    13F 95,923 shares
    Change vs previous 13F +2,262 shares

    16.89% of the 13F portfolio, value $53,899,000.

    13F-HR 0001910503-25-000008 filed by Buska 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 ended2024-12-31
    13F 93,661 shares
    Change vs previous 13F not available

    17.65% of the 13F portfolio, value $55,136,425.

    13F-HR 0001910503-25-000006 filed by Buska Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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