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Certus Wealth Management, LLC: IVV position timeline

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

Certus Wealth Management, LLC held 12,217 IVV shares at 2025-09-30 per its 13F-HR filed 2025-11-07.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 12,217 shares
    Change vs previous 13F -346 shares

    4.89% of the 13F portfolio, value $8,176,838.

    13F-HR 0001765380-25-000447 filed by Certus 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 ended2025-06-30
    13F 12,563 shares
    Change vs previous 13F -181 shares

    5.02% of the 13F portfolio, value $7,800,367.

    13F-HR 0001765380-25-000265 filed by Certus 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 ended2025-03-31
    13F 12,744 shares
    Change vs previous 13F +117 shares

    5.07% of the 13F portfolio, value $7,464,288.

    13F-HR 0001765380-25-000223 filed by Certus 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 ended2024-12-31
    13F 12,627 shares
    Change vs previous 13F -30 shares

    5.14% of the 13F portfolio, value $7,674,059.

    13F-HR 0001765380-25-000072 filed by Certus 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 ended2024-09-30
    13F 12,657 shares
    Change vs previous 13F +2,279 shares

    5.08% of the 13F portfolio, value $7,300,811.

    13F-HR 0001765380-24-000435 filed by Certus 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 ended2024-06-30
    13F 10,378 shares
    Change vs previous 13F -1,214 shares

    4.31% of the 13F portfolio, value $5,679,153.

    13F-HR 0001765380-24-000261 filed by Certus 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 ended2024-03-31
    13F 11,592 shares
    Change vs previous 13F +188 shares

    4.74% of the 13F portfolio, value $5,956,433.

    13F-HR 0001765380-24-000188 filed by Certus 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 ended2023-12-31
    13F/A 11,404 shares
    Change vs previous 13F not available

    4.62% of the 13F portfolio, value $5,446,893.

    13F-HR/A 0001765380-24-000101 filed by Certus Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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