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Cardinal Strategic Wealth Guidance: IVV position timeline

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

Cardinal Strategic Wealth Guidance held 183,116 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 183,116 shares
    Change vs previous 13F +48,382 shares

    31.09% of the 13F portfolio, value $137,133,781.

    13F-HR 0001398344-26-013133 filed by Cardinal Strategic Wealth Guidance
    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 134,734 shares
    Change vs previous 13F +3,646 shares

    23.21% of the 13F portfolio, value $88,009,631.

    13F-HR 0001398344-26-006724 filed by Cardinal Strategic Wealth Guidance
    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 131,088 shares
    Change vs previous 13F -6,042 shares

    23.46% of the 13F portfolio, value $89,787,451.

    13F-HR 0001398344-26-001343 filed by Cardinal Strategic Wealth Guidance
    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 137,130 shares
    Change vs previous 13F -858 shares

    24.69% of the 13F portfolio, value $91,781,145.

    13F-HR 0001398344-25-019564 filed by Cardinal Strategic Wealth Guidance
    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 137,988 shares
    Change vs previous 13F -605 shares

    24.72% of the 13F portfolio, value $85,676,782.

    13F-HR 0001398344-25-013430 filed by Cardinal Strategic Wealth Guidance
    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 138,593 shares
    Change vs previous 13F +17,663 shares

    24.88% of the 13F portfolio, value $77,875,437.

    13F-HR 0001398344-25-008407 filed by Cardinal Strategic Wealth Guidance
    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 120,930 shares
    Change vs previous 13F -3,880 shares

    22.68% of the 13F portfolio, value $71,189,104.

    13F-HR 0001398344-25-001349 filed by Cardinal Strategic Wealth Guidance
    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 124,810 shares
    Change vs previous 13F not available

    23.57% of the 13F portfolio, value $71,992,935.

    13F-HR 0001398344-24-019613 filed by Cardinal Strategic Wealth Guidance
    Filed (acceptance time not in the bulk data set), ingested

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