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Curry Webb Wealth Management LLC: IVV position timeline

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

Curry Webb Wealth Management LLC held 54,448 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 54,448 shares
    Change vs previous 13F +941 shares

    16.89% of the 13F portfolio, value $40,775,578.

    13F-HR 0002060114-26-000005 filed by Curry Webb 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 53,507 shares
    Change vs previous 13F +25,616 shares

    16.52% of the 13F portfolio, value $34,951,379.

    13F-HR 0002060114-26-000003 filed by Curry Webb 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 27,891 shares
    Change vs previous 13F not available

    9.48% of the 13F portfolio, value $19,103,806.

    13F-HR 0002060114-26-000004 filed by Curry Webb Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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