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CONTINUUM WEALTH ADVISORS, LLC: IVV position timeline

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

CONTINUUM WEALTH ADVISORS, LLC held 26,482 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,482 shares
    Change vs previous 13F +1,108 shares

    6.69% of the 13F portfolio, value $19,832,105.

    13F-HR 0001966482-26-000003 filed by CONTINUUM WEALTH ADVISORS, 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 25,374 shares
    Change vs previous 13F -15,250 shares

    6.88% of the 13F portfolio, value $16,574,551.

    13F-HR 0001966482-26-000002 filed by CONTINUUM WEALTH 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 ended2025-12-31
    13F 40,624 shares
    Change vs previous 13F -1,500 shares

    10.75% of the 13F portfolio, value $27,825,003.

    13F-HR 0001966482-26-000001 filed by CONTINUUM WEALTH 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 ended2025-09-30
    13F 42,124 shares
    Change vs previous 13F +2,034 shares

    12.02% of the 13F portfolio, value $28,193,593.

    13F-HR 0001966482-25-000007 filed by CONTINUUM WEALTH 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 ended2025-06-30
    13F 40,090 shares
    Change vs previous 13F -12,426 shares

    11.95% of the 13F portfolio, value $24,891,881.

    13F-HR 0001966482-25-000005 filed by CONTINUUM WEALTH 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 ended2025-03-31
    13F 52,516 shares
    Change vs previous 13F -313 shares

    15.13% of the 13F portfolio, value $29,508,533.

    13F-HR 0001966482-25-000002 filed by CONTINUUM WEALTH 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 ended2024-12-31
    13F 52,829 shares
    Change vs previous 13F +3,099 shares

    15.73% of the 13F portfolio, value $31,099,090.

    13F-HR 0001966482-25-000001 filed by CONTINUUM WEALTH 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 ended2024-09-30
    13F 49,730 shares
    Change vs previous 13F not available

    15.39% of the 13F portfolio, value $28,685,477.

    13F-HR 0001966482-24-000004 filed by CONTINUUM WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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