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EARNED WEALTH ADVISORS, LLC: IVV position timeline

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

EARNED WEALTH ADVISORS, LLC held 105,677 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 105,677 shares
    Change vs previous 13F +9,485 shares

    5.11% of the 13F portfolio, value $79,140,121.

    13F-HR 0001905663-26-000006 filed by EARNED WEALTH ADVISORS, 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 96,192 shares
    Change vs previous 13F +2,002 shares

    4.2% of the 13F portfolio, value $62,833,447.

    13F-HR 0001905663-26-000005 filed by EARNED 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 ended2025-12-31
    13F/A 94,190 shares
    Change vs previous 13F +19,163 shares

    4.57% of the 13F portfolio, value $64,514,367.

    13F-HR/A 0001905663-26-000002 filed by EARNED 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 ended2025-09-30
    13F 75,027 shares
    Change vs previous 13F +11,824 shares

    8.27% of the 13F portfolio, value $50,215,470.

    13F-HR 0001905663-25-000009 filed by EARNED 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 ended2025-06-30
    13F 63,203 shares
    Change vs previous 13F +10,814 shares

    7.69% of the 13F portfolio, value $39,242,767.

    13F-HR 0001905663-25-000007 filed by EARNED 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 ended2025-03-31
    13F 52,389 shares
    Change vs previous 13F +30,819 shares

    6.46% of the 13F portfolio, value $29,437,267.

    13F-HR 0001905663-25-000005 filed by EARNED WEALTH ADVISORS, 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 21,570 shares
    Change vs previous 13F -317 shares

    4.06% of the 13F portfolio, value $12,697,970.

    13F-HR 0001905663-25-000001 filed by EARNED WEALTH ADVISORS, 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 21,887 shares
    Change vs previous 13F not available

    3.84% of the 13F portfolio, value $12,624,752.

    13F-HR 0001905663-24-000003 filed by EARNED WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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