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Disclosery

Fairway Wealth LLC: IVOO position timeline

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

Fairway Wealth LLC held 24,863 IVOO shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,863 shares
    Change vs previous 13F +559 shares

    0.74% of the 13F portfolio, value $3,242,112.

    13F-HR 0002019393-26-000003 filed by Fairway 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 24,304 shares
    Change vs previous 13F +69 shares

    0.73% of the 13F portfolio, value $2,778,475.

    13F-HR 0002019393-26-000002 filed by Fairway 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 24,235 shares
    Change vs previous 13F +1,408 shares

    0.73% of the 13F portfolio, value $2,709,456.

    13F-HR 0002019393-26-000001 filed by Fairway 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 22,827 shares
    Change vs previous 13F +5,227 shares

    0.71% of the 13F portfolio, value $2,519,674.

    13F-HR 0002019393-25-000007 filed by Fairway 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 17,600 shares
    Change vs previous 13F -1,291 shares

    0.59% of the 13F portfolio, value $1,847,626.

    13F-HR 0002019393-25-000003 filed by Fairway 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 18,891 shares
    Change vs previous 13F +1,356 shares

    0.69% of the 13F portfolio, value $1,864,493.

    13F-HR 0002019393-25-000002 filed by Fairway 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 17,535 shares
    Change vs previous 13F +3,690 shares

    0.83% of the 13F portfolio, value $1,849,946.

    13F-HR 0002019393-25-000001 filed by Fairway 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 13,845 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $1,462,453.

    13F-HR 0002019393-24-000005 filed by Fairway Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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