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Disclosery

ENZI WEALTH: IVV position timeline

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

ENZI WEALTH held 56,898 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 56,898 shares
    Change vs previous 13F +744 shares

    13.61% of the 13F portfolio, value $42,964,453.

    13F-HR 0001887441-26-000006 filed by ENZI WEALTH
    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 56,154 shares
    Change vs previous 13F +1,302 shares

    12.73% of the 13F portfolio, value $36,680,294.

    13F-HR 0001887441-26-000005 filed by ENZI WEALTH
    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 54,852 shares
    Change vs previous 13F -6,090 shares

    13.41% of the 13F portfolio, value $38,039,227.

    13F-HR 0001887441-26-000001 filed by ENZI WEALTH
    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 60,942 shares
    Change vs previous 13F -363 shares

    14.23% of the 13F portfolio, value $40,464,501.

    13F-HR 0001887441-25-000004 filed by ENZI WEALTH
    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 61,305 shares
    Change vs previous 13F -727 shares

    14.07% of the 13F portfolio, value $38,403,768.

    13F-HR 0001903153-25-000004 filed by ENZI WEALTH
    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 62,032 shares
    Change vs previous 13F +1,235 shares

    13.79% of the 13F portfolio, value $34,069,369.

    13F-HR 0001839445-25-000004 filed by ENZI WEALTH
    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 60,797 shares
    Change vs previous 13F -458 shares

    14.11% of the 13F portfolio, value $37,043,517.

    13F-HR 0001887441-25-000001 filed by ENZI WEALTH
    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 61,255 shares
    Change vs previous 13F not available

    14.06% of the 13F portfolio, value $35,965,678.

    13F-HR 0001887441-24-000011 filed by ENZI WEALTH
    Filed (acceptance time not in the bulk data set), ingested

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