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Disclosery

BWM Planning, LLC: IVV position timeline

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

BWM Planning, LLC held 13,720 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,720 shares
    Change vs previous 13F +332 shares

    2.38% of the 13F portfolio, value $10,274,494.

    13F-HR 0001754960-26-000620 filed by BWM Planning, 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 13,388 shares
    Change vs previous 13F -2,527 shares

    2.31% of the 13F portfolio, value $8,744,928.

    13F-HR 0001754960-26-000306 filed by BWM Planning, 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 15,915 shares
    Change vs previous 13F -113 shares

    2.91% of the 13F portfolio, value $10,900,547.

    13F-HR 0001754960-26-000044 filed by BWM Planning, 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 16,028 shares
    Change vs previous 13F -147 shares

    3.19% of the 13F portfolio, value $10,727,783.

    13F-HR 0001754960-25-000742 filed by BWM Planning, 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 16,175 shares
    Change vs previous 13F +53 shares

    3.46% of the 13F portfolio, value $10,042,771.

    13F-HR 0001754960-25-000568 filed by BWM Planning, 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 16,122 shares
    Change vs previous 13F -1,457 shares

    3.83% of the 13F portfolio, value $9,058,906.

    13F-HR 0001085146-25-003157 filed by BWM Planning, 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 17,579 shares
    Change vs previous 13F -1,843 shares

    4.5% of the 13F portfolio, value $10,348,296.

    13F-HR 0001085146-25-000408 filed by BWM Planning, 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 19,422 shares
    Change vs previous 13F not available

    4.97% of the 13F portfolio, value $11,202,876.

    13F-HR 0001085146-24-004738 filed by BWM Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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