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Disclosery

Flywheel Private Wealth LLC: IVV position timeline

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

Flywheel Private Wealth LLC held 6,376 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 6,376 shares
    Change vs previous 13F +30 shares

    2.35% of the 13F portfolio, value $4,775,357.

    13F-HR 0001725547-26-000242 filed by Flywheel Private 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 6,346 shares
    Change vs previous 13F -81 shares

    2.36% of the 13F portfolio, value $4,145,212.

    13F-HR 0001725547-26-000136 filed by Flywheel Private 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 6,427 shares
    Change vs previous 13F -153 shares

    2.75% of the 13F portfolio, value $4,402,048.

    13F-HR 0001725547-26-000020 filed by Flywheel Private 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 6,580 shares
    Change vs previous 13F +569 shares

    3.44% of the 13F portfolio, value $4,403,934.

    13F-HR 0001725547-25-004114 filed by Flywheel Private 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 6,011 shares
    Change vs previous 13F -326 shares

    2.99% of the 13F portfolio, value $3,732,174.

    13F-HR 0001725547-25-003450 filed by Flywheel Private 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 6,337 shares
    Change vs previous 13F -112 shares

    3.25% of the 13F portfolio, value $3,560,710.

    13F-HR 0001725547-25-001412 filed by Flywheel Private 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 6,449 shares
    Change vs previous 13F not available

    3.49% of the 13F portfolio, value $3,796,344.

    13F-HR 0001725547-25-000090 filed by Flywheel Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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