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Delta Wealth Advisors LLC: IVV position timeline

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

Delta Wealth Advisors LLC held 4,119 IVV shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 4,119 shares
    Change vs previous 13F -110 shares

    2.17% of the 13F portfolio, value $3,154,536.

    13F-HR 0002085853-26-001142 filed by Delta Wealth Advisors LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 4,229 shares
    Change vs previous 13F -566 shares

    2.26% of the 13F portfolio, value $3,167,056.

    13F-HR 0002085853-26-000720 filed by Delta Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 4,795 shares
    Change vs previous 13F -262 shares

    2.38% of the 13F portfolio, value $3,132,142.

    13F-HR 0002085853-26-000437 filed by Delta Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 5,057 shares
    Change vs previous 13F -326 shares

    2.9% of the 13F portfolio, value $3,463,742.

    13F-HR 0002085853-26-000119 filed by Delta Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 5,383 shares
    Change vs previous 13F -63 shares

    2.82% of the 13F portfolio, value $3,602,842.

    13F-HR 0002085853-25-000120 filed by Delta Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 5,446 shares
    Change vs previous 13F not available

    2.83% of the 13F portfolio, value $3,381,421.

    13F-HR 0002085853-25-000065 filed by Delta Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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