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Elyxium Wealth, LLC: IVV position timeline

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

Elyxium Wealth, LLC held 24,041 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,041 shares
    Change vs previous 13F -793 shares

    1.89% of the 13F portfolio, value $18,004,207.

    13F-HR 0002043538-26-000003 filed by Elyxium 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 24,834 shares
    Change vs previous 13F +267 shares

    5.2% of the 13F portfolio, value $16,222,091.

    13F-HR 0002043538-26-000002 filed by Elyxium 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 24,567 shares
    Change vs previous 13F +1,960 shares

    4.9% of the 13F portfolio, value $16,826,659.

    13F-HR 0002043538-26-000001 filed by Elyxium 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 22,607 shares
    Change vs previous 13F +546 shares

    5.28% of the 13F portfolio, value $15,130,689.

    13F-HR 0002043538-25-000009 filed by Elyxium 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 22,061 shares
    Change vs previous 13F -3,471 shares

    5.14% of the 13F portfolio, value $13,697,722.

    13F-HR 0002043538-25-000005 filed by Elyxium 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 25,532 shares
    Change vs previous 13F -2,004 shares

    6.36% of the 13F portfolio, value $14,346,623.

    13F-HR 0002043538-25-000003 filed by Elyxium 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 27,536 shares
    Change vs previous 13F +5,211 shares

    9.87% of the 13F portfolio, value $16,209,892.

    13F-HR 0002043538-25-000002 filed by Elyxium 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 22,325 shares
    Change vs previous 13F not available

    7.09% of the 13F portfolio, value $12,877,507.

    13F-HR 0002043538-24-000001 filed by Elyxium Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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