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CAHABA WEALTH MANAGEMENT, INC.: IVV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CAHABA WEALTH MANAGEMENT, INC. on IVV, newest first. How the timeline and the estimate are built.

CAHABA WEALTH MANAGEMENT, INC. held 660,622 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 660,622 shares
    Change vs previous 13F +11,307 shares

    29.84% of the 13F portfolio, value $494,733,187.

    13F-HR 0001172661-26-002968 filed by CAHABA WEALTH MANAGEMENT, INC.
    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 649,315 shares
    Change vs previous 13F +24,607 shares

    28.79% of the 13F portfolio, value $424,139,096.

    13F-HR 0001172661-26-001569 filed by CAHABA WEALTH MANAGEMENT, INC.
    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 624,708 shares
    Change vs previous 13F +12,552 shares

    29.79% of the 13F portfolio, value $427,887,177.

    13F-HR 0001172661-26-000037 filed by CAHABA WEALTH MANAGEMENT, INC.
    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 612,156 shares
    Change vs previous 13F +8,434 shares

    29.67% of the 13F portfolio, value $409,716,009.

    13F-HR 0001172661-25-004308 filed by CAHABA WEALTH MANAGEMENT, INC.
    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 603,722 shares
    Change vs previous 13F -23,118 shares

    29.13% of the 13F portfolio, value $374,851,230.

    13F-HR 0001172661-25-002632 filed by CAHABA WEALTH MANAGEMENT, INC.
    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 626,840 shares
    Change vs previous 13F +5,795 shares

    29.15% of the 13F portfolio, value $352,221,311.

    13F-HR 0001172661-25-001555 filed by CAHABA WEALTH MANAGEMENT, INC.
    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 621,045 shares
    Change vs previous 13F +2,578 shares

    30.25% of the 13F portfolio, value $365,596,559.

    13F-HR 0001172661-25-000836 filed by CAHABA WEALTH MANAGEMENT, INC.
    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 618,467 shares
    Change vs previous 13F not available

    29.44% of the 13F portfolio, value $356,744,402.

    13F-HR 0001172661-24-004310 filed by CAHABA WEALTH MANAGEMENT, INC.
    Filed (acceptance time not in the bulk data set), ingested

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