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CURTIS WEALTH MANAGEMENT LLC: IVV position timeline

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

CURTIS WEALTH MANAGEMENT LLC held 14,742 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,742 shares
    Change vs previous 13F +6,339 shares

    9.36% of the 13F portfolio, value $11,040,063.

    13F-HR 0002108708-26-000003 filed by CURTIS 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 8,403 shares
    Change vs previous 13F +2,125 shares

    5.15% of the 13F portfolio, value $5,489,094.

    13F-HR 0002108708-26-000002 filed by CURTIS 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 6,278 shares
    Change vs previous 13F not available

    3.8% of the 13F portfolio, value $4,369,120.

    13F-HR 0002108708-26-000001 filed by CURTIS WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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