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Fingerlakes Wealth Management, Inc.: IVV position timeline

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

Fingerlakes Wealth Management, Inc. held 3,152 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,152 shares
    Change vs previous 13F +9 shares

    1.27% of the 13F portfolio, value $2,360,435.

    13F-HR 0001910248-26-000003 filed by Fingerlakes Wealth Management, Inc.
    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 3,143 shares
    Change vs previous 13F +132 shares

    1.36% of the 13F portfolio, value $2,052,866.

    13F-HR 0001910248-26-000002 filed by Fingerlakes Wealth Management, Inc.
    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 3,011 shares
    Change vs previous 13F -82 shares

    1.31% of the 13F portfolio, value $2,062,651.

    13F-HR 0001910248-26-000001 filed by Fingerlakes Wealth Management, Inc.
    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 3,093 shares
    Change vs previous 13F +8 shares

    1.35% of the 13F portfolio, value $2,070,036.

    13F-HR 0001910248-25-000002 filed by Fingerlakes Wealth Management, Inc.
    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 3,085 shares
    Change vs previous 13F +3 shares

    1.43% of the 13F portfolio, value $1,915,168.

    13F-HR 0001085146-25-004321 filed by Fingerlakes Wealth Management, Inc.
    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 3,082 shares
    Change vs previous 13F -48 shares

    1.47% of the 13F portfolio, value $1,731,813.

    13F-HR 0001085146-25-002504 filed by Fingerlakes Wealth Management, Inc.
    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 3,130 shares
    Change vs previous 13F -3 shares

    1.49% of the 13F portfolio, value $1,842,747.

    13F-HR 0001085146-25-000672 filed by Fingerlakes Wealth Management, Inc.
    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 3,133 shares
    Change vs previous 13F not available

    1.5% of the 13F portfolio, value $1,806,930.

    13F-HR 0001085146-24-005248 filed by Fingerlakes Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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