Skip to content
Disclosery

Dodds Wealth, LLC: IVV position timeline

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

Dodds Wealth, LLC held 1,485 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,485 shares
    Change vs previous 13F -73 shares

    0.25% of the 13F portfolio, value $1,112,311.

    13F-HR 0001973728-26-000004 filed by Dodds Wealth, 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 1,558 shares
    Change vs previous 13F +4 shares

    0.25% of the 13F portfolio, value $1,018,002.

    13F-HR 0001973728-26-000003 filed by Dodds Wealth, 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 1,554 shares
    Change vs previous 13F +3 shares

    0.26% of the 13F portfolio, value $1,064,731.

    13F-HR 0001973728-26-000002 filed by Dodds Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 1,551 shares
    Change vs previous 13F -41 shares

    0.26% of the 13F portfolio, value $1,037,817.

    13F-HR 0001973728-25-000007 filed by Dodds Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 1,592 shares
    Change vs previous 13F -327 shares

    0.27% of the 13F portfolio, value $988,707.

    13F-HR 0001973728-25-000005 filed by Dodds Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 1,919 shares
    Change vs previous 13F -76 shares

    0.35% of the 13F portfolio, value $1,078,419.

    13F-HR 0001973728-25-000003 filed by Dodds Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 1,995 shares
    Change vs previous 13F +18 shares

    0.39% of the 13F portfolio, value $1,215,606.

    13F-HR 0001973728-25-000001 filed by Dodds Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 1,977 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $1,144,236.

    13F-HR 0001973728-24-000007 filed by Dodds Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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