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DeLarme Wealth Management, Inc.: IVV position timeline

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

DeLarme Wealth Management, Inc. held 12,841 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,841 shares
    Change vs previous 13F +140 shares

    5.58% of the 13F portfolio, value $9,616,208.

    13F-HR 0001754960-26-000719 filed by DeLarme Wealth Management, Inc.
    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 12,701 shares
    Change vs previous 13F +484 shares

    5.34% of the 13F portfolio, value $8,296,590.

    13F-HR 0001754960-26-000317 filed by DeLarme Wealth Management, Inc.
    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 12,217 shares
    Change vs previous 13F not available

    5.94% of the 13F portfolio, value $8,367,830.

    13F-HR 0001754960-26-000112 filed by DeLarme Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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