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Franklin, Parlapiano, Turner & Welch, LLC: IVV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Franklin, Parlapiano, Turner & Welch, LLC on IVV, newest first. How the timeline and the estimate are built.

Franklin, Parlapiano, Turner & Welch, LLC held 7,239 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,239 shares
    Change vs previous 13F -125 shares

    1.23% of the 13F portfolio, value $5,421,541.

    13F-HR 0001707856-26-000003 filed by Franklin, Parlapiano, Turner & Welch, 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 7,364 shares
    Change vs previous 13F 0 shares

    1.25% of the 13F portfolio, value $5,241,563.

    13F-HR 0001707856-26-000002 filed by Franklin, Parlapiano, Turner & Welch, 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 7,364 shares
    Change vs previous 13F -745 shares

    1.27% of the 13F portfolio, value $5,115,779.

    13F-HR 0001707856-26-000001 filed by Franklin, Parlapiano, Turner & Welch, 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 8,109 shares
    Change vs previous 13F 0 shares

    1.37% of the 13F portfolio, value $5,427,645.

    13F-HR 0001707856-25-000006 filed by Franklin, Parlapiano, Turner & Welch, 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 8,109 shares
    Change vs previous 13F 0 shares

    1.31% of the 13F portfolio, value $5,035,149.

    13F-HR 0001707856-25-000003 filed by Franklin, Parlapiano, Turner & Welch, 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 8,109 shares
    Change vs previous 13F -35 shares

    1.23% of the 13F portfolio, value $4,556,692.

    13F-HR 0001707856-25-000002 filed by Franklin, Parlapiano, Turner & Welch, 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 8,144 shares
    Change vs previous 13F +57 shares

    1.3% of the 13F portfolio, value $4,794,466.

    13F-HR 0001707856-25-000001 filed by Franklin, Parlapiano, Turner & Welch, LLC
    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 8,087 shares
    Change vs previous 13F not available

    1.21% of the 13F portfolio, value $4,664,743.

    13F-HR 0001707856-24-000005 filed by Franklin, Parlapiano, Turner & Welch, LLC
    Filed (acceptance time not in the bulk data set), ingested

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