Dechtman Wealth Management, LLC: IVV position timeline

Dechtman Wealth Management, LLC held 192,613 IVV shares at 2024-12-31 per its 13F-HR filed 2025-02-12.

the latest 13F is the newest step

1. period ended2024-12-31

   13F 192,613 shares

   Change vs previous 13F -1,283 shares

   21.91% of the 13F portfolio, value $113,387,330.

   13F-HR 0001992316-25-000001 filed by Dechtman Wealth Management, LLC
   Filed 2025-02-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

2. period ended2024-09-30

   13F 193,896 shares

   Change vs previous 13F -809 shares

   22.89% of the 13F portfolio, value $111,842,946.

   13F-HR 0001992316-24-000007 filed by Dechtman Wealth Management, LLC
   Filed 2024-10-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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

3. period ended2024-06-30

   13F 194,705 shares

   Change vs previous 13F +4,073 shares

   23.81% of the 13F portfolio, value $106,548,187.

   13F-HR 0001992316-24-000004 filed by Dechtman Wealth Management, LLC
   Filed 2024-07-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

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

4. period ended2024-03-31

   13F/A 190,632 shares

   Change vs previous 13F +815 shares

   23.38% of the 13F portfolio, value $100,220,891.

   13F-HR/A 0001992316-24-000003 filed by Dechtman Wealth Management, LLC
   Filed 2024-04-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

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

5. period ended2023-12-31

   13F 189,817 shares

   Change vs previous 13F +2,055 shares

   23.84% of the 13F portfolio, value $90,662,000.

   13F-HR 0001992316-24-000001 filed by Dechtman Wealth Management, LLC
   Filed 2024-01-19 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

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

6. period ended2023-09-30

   13F 187,762 shares

   Change vs previous 13F -1,281 shares

   23.88% of the 13F portfolio, value $80,631,000.

   13F-HR 0001992316-23-000004 filed by Dechtman Wealth Management, LLC
   Filed 2023-10-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:30:40 UTC

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

7. period ended2023-06-30

   13F 189,043 shares

   Change vs previous 13F not available

   25.09% of the 13F portfolio, value $84,258,445.

   13F-HR 0001992316-23-000003 filed by Dechtman Wealth Management, LLC
   Filed 2023-09-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:31:37 UTC

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