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CLEAR WAVE WEALTH MANAGEMENT LLC: IVV position timeline

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

CLEAR WAVE WEALTH MANAGEMENT LLC held 75,673 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 75,673 shares
    Change vs previous 13F -2,152 shares

    12.6% of the 13F portfolio, value $56,670,609.

    13F-HR 0002113615-26-000004 filed by CLEAR WAVE 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 ended2026-03-31
    13F 77,825 shares
    Change vs previous 13F not available

    12.92% of the 13F portfolio, value $50,835,965.

    13F-HR 0002113615-26-000002 filed by CLEAR WAVE WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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