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Emergent Wealth Advisors, LLC: IVV position timeline

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

Emergent Wealth Advisors, LLC held 33,622 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 33,622 shares
    Change vs previous 13F -2,170 shares

    13.47% of the 13F portfolio, value $25,749,210.

    13F-HR 0001754960-26-000827 filed by Emergent Wealth Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 35,792 shares
    Change vs previous 13F +775 shares

    13.8% of the 13F portfolio, value $26,545,247.

    13F-HR 0001754960-26-000491 filed by Emergent 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 35,017 shares
    Change vs previous 13F +562 shares

    13.52% of the 13F portfolio, value $22,873,274.

    13F-HR 0001754960-26-000207 filed by Emergent 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 34,455 shares
    Change vs previous 13F -758 shares

    13.27% of the 13F portfolio, value $23,599,825.

    13F-HR 0001754960-26-000055 filed by Emergent 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 35,213 shares
    Change vs previous 13F +924 shares

    13.66% of the 13F portfolio, value $23,567,939.

    13F-HR 0001754960-25-000736 filed by Emergent 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 34,289 shares
    Change vs previous 13F +527 shares

    13.81% of the 13F portfolio, value $21,624,509.

    13F-HR 0001754960-25-000735 filed by Emergent 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 ended2025-03-31
    13F 33,762 shares
    Change vs previous 13F +976 shares

    13.74% of the 13F portfolio, value $18,970,322.

    13F-HR 0001754960-25-000734 filed by Emergent 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 ended2024-12-31
    13F 32,786 shares
    Change vs previous 13F not available

    13.98% of the 13F portfolio, value $19,300,645.

    13F-HR 0001754960-25-000733 filed by Emergent Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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