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Fidelis Wealth Advisors LLC: IVV position timeline

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

Fidelis Wealth Advisors LLC held 32,248 IVV shares at 2026-06-30 per its 13F-HR/A filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 32,248 shares
    Change vs previous 13F -9,510 shares

    36.09% of the 13F portfolio, value $24,099,286.

    13F-HR/A 0002010051-26-000005 filed by Fidelis Wealth Advisors 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 41,758 shares
    Change vs previous 13F +638 shares

    39.73% of the 13F portfolio, value $27,276,570.

    13F-HR 0001420506-26-000939 filed by Fidelis Wealth Advisors 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 41,120 shares
    Change vs previous 13F not available

    40.83% of the 13F portfolio, value $28,164,558.

    13F-HR 0001420506-26-000429 filed by Fidelis Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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