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DKM Wealth Management, Inc.: IVV position timeline

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

DKM Wealth Management, Inc. held 11,297 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 11,297 shares
    Change vs previous 13F -12 shares

    5.48% of the 13F portfolio, value $8,651,814.

    13F-HR 0001085146-26-000874 filed by DKM Wealth Management, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 11,309 shares
    Change vs previous 13F -32 shares

    5.54% of the 13F portfolio, value $8,469,077.

    13F-HR 0002055833-26-000006 filed by DKM 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 ended2026-03-31
    13F 11,341 shares
    Change vs previous 13F +305 shares

    5.34% of the 13F portfolio, value $7,407,950.

    13F-HR 0002055833-26-000002 filed by DKM Wealth Management, Inc.
    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 11,036 shares
    Change vs previous 13F +404 shares

    5.64% of the 13F portfolio, value $7,558,888.

    13F-HR 0002055833-26-000001 filed by DKM Wealth Management, Inc.
    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 10,632 shares
    Change vs previous 13F +373 shares

    5.71% of the 13F portfolio, value $7,115,891.

    13F-HR 0001085146-25-005911 filed by DKM Wealth Management, Inc.
    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 10,259 shares
    Change vs previous 13F +623 shares

    5.49% of the 13F portfolio, value $6,369,714.

    13F-HR 0001085146-25-003872 filed by DKM Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F/A 9,636 shares
    Change vs previous 13F +485 shares

    5.25% of the 13F portfolio, value $5,414,379.

    13F-HR 0001085146-25-002066 filed by DKM Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 9,151 shares
    Change vs previous 13F not available

    5.11% of the 13F portfolio, value $5,386,917.

    13F-HR 0001085146-25-001095 filed by DKM Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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