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Disclosery

Councilor Wealth, LLC: IVV position timeline

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

Councilor Wealth, LLC held 1,763 IVV 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 1,763 shares
    Change vs previous 13F +1 shares

    0.56% of the 13F portfolio, value $1,350,374.

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

  2. period ended2026-06-30
    13F 1,762 shares
    Change vs previous 13F +1 shares

    0.53% of the 13F portfolio, value $1,319,638.

    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 1,761 shares
    Change vs previous 13F +8 shares

    0.56% of the 13F portfolio, value $1,150,370.

    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).

  4. period ended2025-12-31
    13F 1,753 shares
    Change vs previous 13F -316 shares

    0.57% of the 13F portfolio, value $1,201,262.

    13F-HR 0001172661-26-000354 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).

  5. period ended2025-09-30
    13F 2,069 shares
    Change vs previous 13F -14 shares

    0.64% of the 13F portfolio, value $1,384,987.

    13F-HR 0001172661-25-004615 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).

  6. period ended2025-06-30
    13F 2,083 shares
    Change vs previous 13F +4 shares

    0.6% of the 13F portfolio, value $1,293,550.

    13F-HR 0001172661-25-002765 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).

  7. period ended2025-03-31
    13F 2,079 shares
    Change vs previous 13F -717 shares

    0.58% of the 13F portfolio, value $1,168,313.

    13F-HR 0001172661-25-001499 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).

  8. period ended2024-12-31
    13F 2,796 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $1,646,234.

    13F-HR 0001172661-25-000598 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).