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CapWealth Advisors, LLC: IVV position timeline

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

CapWealth Advisors, LLC held 4,128 IVV shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 4,128 shares
    Change vs previous 13F -7 shares

    0.24% of the 13F portfolio, value $3,161,429.

    13F-HR 0001531809-26-000007 filed by CapWealth Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 4,135 shares
    Change vs previous 13F -76 shares

    0.21% of the 13F portfolio, value $3,096,660.

    13F-HR 0001531809-26-000005 filed by CapWealth Advisors, 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 4,211 shares
    Change vs previous 13F -82 shares

    0.2% of the 13F portfolio, value $2,750,667.

    13F-HR 0001531809-26-000004 filed by CapWealth Advisors, 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/A 4,293 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $2,940,447.

    13F-HR/A 0001531809-26-000003 filed by CapWealth Advisors, 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/A 4,293 shares
    Change vs previous 13F -15 shares

    0.2% of the 13F portfolio, value $2,873,305.

    13F-HR/A 0001531809-26-000002 filed by CapWealth Advisors, 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 4,308 shares
    Change vs previous 13F -5 shares

    0.26% of the 13F portfolio, value $2,674,837.

    13F-HR 0001531809-25-000005 filed by CapWealth Advisors, 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 4,313 shares
    Change vs previous 13F 0 shares

    0.26% of the 13F portfolio, value $2,423,475.

    13F-HR 0001531809-25-000002 filed by CapWealth Advisors, 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 4,313 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $2,538,977.

    13F-HR 0001531809-25-000001 filed by CapWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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