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Cranbrook Wealth Management, LLC: IVV position timeline

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

Cranbrook Wealth Management, LLC held 83,064 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 83,064 shares
    Change vs previous 13F -883 shares

    11.64% of the 13F portfolio, value $62,206,109.

    13F-HR 0000905729-26-000145 filed by Cranbrook 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 83,947 shares
    Change vs previous 13F -162 shares

    11.15% of the 13F portfolio, value $54,835,218.

    13F-HR 0000905729-26-000082 filed by Cranbrook Wealth Management, 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 84,109 shares
    Change vs previous 13F -585 shares

    11.36% of the 13F portfolio, value $57,609,472.

    13F-HR 0000905729-26-000022 filed by Cranbrook Wealth Management, 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 84,694 shares
    Change vs previous 13F -566 shares

    11.38% of the 13F portfolio, value $56,685,855.

    13F-HR 0000905729-25-000169 filed by Cranbrook Wealth Management, 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 85,260 shares
    Change vs previous 13F +5,101 shares

    11.29% of the 13F portfolio, value $52,938,152.

    13F-HR 0000905729-25-000122 filed by Cranbrook Wealth Management, 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 80,159 shares
    Change vs previous 13F +526 shares

    10.46% of the 13F portfolio, value $45,041,402.

    13F-HR 0000905729-25-000072 filed by Cranbrook Wealth Management, 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 79,633 shares
    Change vs previous 13F -674 shares

    10.87% of the 13F portfolio, value $46,878,579.

    13F-HR 0000905729-25-000015 filed by Cranbrook Wealth Management, 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 80,307 shares
    Change vs previous 13F not available

    10.57% of the 13F portfolio, value $46,322,769.

    13F-HR 0000905729-24-000158 filed by Cranbrook Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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