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Cahill Wealth Management, LLC: IVV position timeline

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

Cahill Wealth Management, LLC held 125,192 IVV shares at 2025-03-31 per its 13F-HR filed 2025-05-12.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 125,192 shares
    Change vs previous 13F +865 shares

    35.8% of the 13F portfolio, value $70,345,625.

    13F-HR 0001172661-25-001684 filed by Cahill 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 ended2024-12-31
    13F 124,327 shares
    Change vs previous 13F +692 shares

    37.33% of the 13F portfolio, value $73,188,801.

    13F-HR 0001172661-25-000739 filed by Cahill 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 ended2024-09-30
    13F 123,635 shares
    Change vs previous 13F +368 shares

    36.8% of the 13F portfolio, value $71,315,053.

    13F-HR 0001172661-24-004442 filed by Cahill 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 ended2024-06-30
    13F 123,267 shares
    Change vs previous 13F -784 shares

    40.23% of the 13F portfolio, value $67,455,628.

    13F-HR 0001172661-24-003302 filed by Cahill 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 ended2024-03-31
    13F 124,051 shares
    Change vs previous 13F -162 shares

    37.96% of the 13F portfolio, value $65,217,279.

    13F-HR 0001172661-24-002139 filed by Cahill 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 ended2023-12-31
    13F 124,213 shares
    Change vs previous 13F +1,324 shares

    39.89% of the 13F portfolio, value $59,327,873.

    13F-HR 0001172661-24-000370 filed by Cahill 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 ended2023-09-30
    13F 122,889 shares
    Change vs previous 13F +1,489 shares

    40.51% of the 13F portfolio, value $52,772,307.

    13F-HR 0001172661-23-003552 filed by Cahill 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 ended2023-06-30
    13F 121,400 shares
    Change vs previous 13F not available

    37.34% of the 13F portfolio, value $54,109,281.

    13F-HR 0001172661-23-002898 filed by Cahill Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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