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Disclosery

Equity Wealth Partners, LLC: IVV position timeline

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

Equity Wealth Partners, LLC held 12,428 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,428 shares
    Change vs previous 13F +10,807 shares

    3.35% of the 13F portfolio, value $9,307,377.

    13F-HR 0002097037-26-000009 filed by Equity Wealth Partners, 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 1,621 shares
    Change vs previous 13F +13 shares

    0.68% of the 13F portfolio, value $1,059,069.

    13F-HR 0002097037-26-000004 filed by Equity Wealth Partners, 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 1,608 shares
    Change vs previous 13F -1 shares

    0.71% of the 13F portfolio, value $1,101,057.

    13F-HR 0002097037-26-000002 filed by Equity Wealth Partners, 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 1,609 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $1,077,211.

    13F-HR 0002097037-25-000003 filed by Equity Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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