FORM Wealth Advisors, LLC: IVV position timeline

FORM Wealth Advisors, LLC held 330,048 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 330,048 shares

   Change vs previous 13F +32,342 shares

   27.18% of the 13F portfolio, value $247,169,497.

   13F-HR 0002085853-26-000683 filed by FORM Wealth Advisors, LLC
   Filed 2026-07-10 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 297,706 shares

   Change vs previous 13F +13,834 shares

   22.78% of the 13F portfolio, value $194,464,699.

   13F-HR 0002085853-26-000363 filed by FORM Wealth Advisors, LLC
   Filed 2026-04-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 283,872 shares

   Change vs previous 13F -9,552 shares

   22.76% of the 13F portfolio, value $194,435,431.

   13F-HR 0002085853-26-000123 filed by FORM Wealth Advisors, LLC
   Filed 2026-01-28 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-06-30

   13F 293,424 shares

   Change vs previous 13F +43,251 shares

   22.04% of the 13F portfolio, value $182,186,757.

   13F-HR 0001667731-25-000840 filed by FORM Wealth Advisors, LLC
   Filed 2025-07-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

5. period ended2025-03-31

   13F 250,173 shares

   Change vs previous 13F not available

   19.1% of the 13F portfolio, value $140,572,380.

   13F-HR 0001667731-25-000490 filed by FORM Wealth Advisors, LLC
   Filed 2025-04-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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