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Disclosery

Fidato Wealth LLC: IVV position timeline

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

Fidato Wealth LLC held 10,890 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,890 shares
    Change vs previous 13F -1,396 shares

    4.77% of the 13F portfolio, value $8,155,144.

    13F-HR 0001172661-26-003019 filed by Fidato 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 12,286 shares
    Change vs previous 13F -223 shares

    5.21% of the 13F portfolio, value $8,025,144.

    13F-HR 0001711360-26-000003 filed by Fidato 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 12,509 shares
    Change vs previous 13F -814 shares

    5.47% of the 13F portfolio, value $8,567,661.

    13F-HR 0001711360-26-000001 filed by Fidato 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 13,323 shares
    Change vs previous 13F -240 shares

    5.86% of the 13F portfolio, value $8,917,273.

    13F-HR 0001711360-25-000007 filed by Fidato 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 13,563 shares
    Change vs previous 13F -226 shares

    6.02% of the 13F portfolio, value $8,421,159.

    13F-HR 0001711360-25-000004 filed by Fidato 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 13,789 shares
    Change vs previous 13F -346 shares

    5.93% of the 13F portfolio, value $7,748,247.

    13F-HR 0001711360-25-000003 filed by Fidato 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 14,135 shares
    Change vs previous 13F -770 shares

    6.24% of the 13F portfolio, value $8,321,145.

    13F-HR 0001711360-25-000001 filed by Fidato 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 14,905 shares
    Change vs previous 13F not available

    6.91% of the 13F portfolio, value $8,597,378.

    13F-HR 0001711360-24-000006 filed by Fidato Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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