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Disclosery

Fairway Wealth LLC: IVV position timeline

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

Fairway Wealth LLC held 38,540 IVV 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 38,540 shares
    Change vs previous 13F -346 shares

    6.6% of the 13F portfolio, value $28,859,629.

    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 38,886 shares
    Change vs previous 13F +239 shares

    6.7% of the 13F portfolio, value $25,390,931.

    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 38,647 shares
    Change vs previous 13F +948 shares

    7.14% of the 13F portfolio, value $26,470,539.

    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 37,699 shares
    Change vs previous 13F +4,593 shares

    7.08% of the 13F portfolio, value $25,232,172.

    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 33,106 shares
    Change vs previous 13F +361 shares

    6.57% of the 13F portfolio, value $20,553,001.

    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 32,745 shares
    Change vs previous 13F +2,862 shares

    6.8% of the 13F portfolio, value $18,397,035.

    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 29,883 shares
    Change vs previous 13F -596 shares

    7.92% of the 13F portfolio, value $17,591,336.

    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 30,479 shares
    Change vs previous 13F not available

    8.93% of the 13F portfolio, value $17,578,733.

    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).