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Cannon Wealth Management Services, LLC: IVV position timeline

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

Cannon Wealth Management Services, LLC held 2,019 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,019 shares
    Change vs previous 13F -22 shares

    0.83% of the 13F portfolio, value $1,512,086.

    13F-HR 0001765380-26-000332 filed by Cannon Wealth Management Services, 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 2,041 shares
    Change vs previous 13F -6 shares

    0.9% of the 13F portfolio, value $1,333,099.

    13F-HR 0001765380-26-000161 filed by Cannon Wealth Management Services, 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 2,047 shares
    Change vs previous 13F -72 shares

    0.99% of the 13F portfolio, value $1,401,783.

    13F-HR 0001765380-26-000038 filed by Cannon Wealth Management Services, 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 2,119 shares
    Change vs previous 13F -9 shares

    1.07% of the 13F portfolio, value $1,418,403.

    13F-HR 0001765380-25-000452 filed by Cannon Wealth Management Services, 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 2,128 shares
    Change vs previous 13F 0 shares

    1.08% of the 13F portfolio, value $1,321,240.

    13F-HR 0001765380-25-000260 filed by Cannon Wealth Management Services, 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 2,128 shares
    Change vs previous 13F -14 shares

    1.07% of the 13F portfolio, value $1,199,501.

    13F-HR 0001765380-25-000195 filed by Cannon Wealth Management Services, 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 2,142 shares
    Change vs previous 13F +47 shares

    1.11% of the 13F portfolio, value $1,286,864.

    13F-HR 0001765380-25-000035 filed by Cannon Wealth Management Services, 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 2,095 shares
    Change vs previous 13F not available

    1.11% of the 13F portfolio, value $1,208,436.

    13F-HR 0001765380-24-000428 filed by Cannon Wealth Management Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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