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Disclosery

Councilor Wealth, LLC: IVOO position timeline

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

Councilor Wealth, LLC held 31,421 IVOO shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 31,421 shares
    Change vs previous 13F +3,074 shares

    1.58% of the 13F portfolio, value $3,825,852.

    13F-HR 0001172661-26-004454 filed by Councilor Wealth, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 28,347 shares
    Change vs previous 13F +8,953 shares

    1.5% of the 13F portfolio, value $3,696,449.

    13F-HR 0001172661-26-002707 filed by Councilor Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 19,394 shares
    Change vs previous 13F not available

    1.08% of the 13F portfolio, value $2,217,122.

    13F-HR 0001172661-26-001795 filed by Councilor Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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