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Factor Wealth Management LTD: IVV position timeline

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

Factor Wealth Management LTD held 4,281 IVV shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 4,281 shares
    Change vs previous 13F +103 shares

    0.5% of the 13F portfolio, value $3,278,819.

    13F-HR 0001754960-26-000821 filed by Factor Wealth Management LTD
    Accepted , ingested

  2. period ended2026-06-30
    13F 4,178 shares
    Change vs previous 13F +44 shares

    0.47% of the 13F portfolio, value $3,129,112.

    13F-HR 0001754960-26-000424 filed by Factor Wealth Management LTD
    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 4,134 shares
    Change vs previous 13F +1,550 shares

    0.51% of the 13F portfolio, value $2,700,401.

    13F-HR 0001754960-26-000282 filed by Factor Wealth Management LTD
    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 2,584 shares
    Change vs previous 13F -66 shares

    0.38% of the 13F portfolio, value $1,769,812.

    13F-HR 0001754960-26-000164 filed by Factor Wealth Management LTD
    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 2,650 shares
    Change vs previous 13F +12 shares

    0.44% of the 13F portfolio, value $1,773,719.

    13F-HR 0001754960-25-000681 filed by Factor Wealth Management LTD
    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 2,638 shares
    Change vs previous 13F +513 shares

    0.45% of the 13F portfolio, value $1,637,624.

    13F-HR 0001754960-25-000502 filed by Factor Wealth Management LTD
    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 2,125 shares
    Change vs previous 13F -35 shares

    0.37% of the 13F portfolio, value $1,194,156.

    13F-HR 0001754960-25-000250 filed by Factor Wealth Management LTD
    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 2,160 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $1,271,536.

    13F-HR 0001754960-25-000129 filed by Factor Wealth Management LTD
    Filed (acceptance time not in the bulk data set), ingested

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