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Chung Wu Investment Group, LLC: IVV position timeline

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

Chung Wu Investment Group, LLC held 15,868 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,868 shares
    Change vs previous 13F -65 shares

    7.81% of the 13F portfolio, value $11,883,387.

    13F-HR 0002054278-26-000003 filed by Chung Wu Investment Group, 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 15,933 shares
    Change vs previous 13F -230 shares

    8.96% of the 13F portfolio, value $10,407,595.

    13F-HR 0002054278-26-000002 filed by Chung Wu Investment Group, 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 16,163 shares
    Change vs previous 13F -67 shares

    9.05% of the 13F portfolio, value $11,070,685.

    13F-HR 0002054278-26-000001 filed by Chung Wu Investment Group, 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 16,230 shares
    Change vs previous 13F +290 shares

    9.05% of the 13F portfolio, value $10,862,739.

    13F-HR 0002054278-25-000005 filed by Chung Wu Investment Group, 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 15,940 shares
    Change vs previous 13F -2,310 shares

    10.32% of the 13F portfolio, value $9,897,146.

    13F-HR 0002054278-25-000003 filed by Chung Wu Investment Group, 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 18,250 shares
    Change vs previous 13F -432 shares

    12.26% of the 13F portfolio, value $10,254,675.

    13F-HR 0001085146-25-002297 filed by Chung Wu Investment Group, 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 18,682 shares
    Change vs previous 13F not available

    11.08% of the 13F portfolio, value $10,997,720.

    13F-HR 0001085146-25-000872 filed by Chung Wu Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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