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Fiscal Wisdom Wealth Management, LLC: IVV position timeline

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

Fiscal Wisdom Wealth Management, LLC held 3,205 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,205 shares
    Change vs previous 13F +1,406 shares

    2.04% of the 13F portfolio, value $2,400,065.

    13F-HR 0002053757-26-000007 filed by Fiscal Wisdom Wealth Management, 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 1,799 shares
    Change vs previous 13F +517 shares

    1.13% of the 13F portfolio, value $1,175,306.

    13F-HR 0002053757-26-000004 filed by Fiscal Wisdom Wealth Management, 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 1,282 shares
    Change vs previous 13F +199 shares

    0.83% of the 13F portfolio, value $877,919.

    13F-HR 0002053757-26-000002 filed by Fiscal Wisdom Wealth Management, 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 1,083 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $726,871.

    13F-HR 0002053757-25-000007 filed by Fiscal Wisdom Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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