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Fusion Family Wealth, LLC: IVV position timeline

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

Fusion Family Wealth, LLC held 35,533 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 35,533 shares
    Change vs previous 13F -1,336 shares

    1.77% of the 13F portfolio, value $26,609,934.

    13F-HR 0001951757-26-001150 filed by Fusion Family 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 36,869 shares
    Change vs previous 13F 0 shares

    1.8% of the 13F portfolio, value $24,154,073.

    13F-HR 0001951757-26-000773 filed by Fusion Family 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 36,869 shares
    Change vs previous 13F -130 shares

    1.91% of the 13F portfolio, value $25,252,710.

    13F-HR 0001951757-26-000355 filed by Fusion Family 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 36,999 shares
    Change vs previous 13F -139 shares

    1.86% of the 13F portfolio, value $24,763,096.

    13F-HR 0001951757-25-001286 filed by Fusion Family 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 37,138 shares
    Change vs previous 13F +2,907 shares

    1.95% of the 13F portfolio, value $23,059,294.

    13F-HR 0001951757-25-001002 filed by Fusion Family 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 34,231 shares
    Change vs previous 13F +5,280 shares

    1.77% of the 13F portfolio, value $19,234,118.

    13F-HR 0001951757-25-000468 filed by Fusion Family 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 28,951 shares
    Change vs previous 13F +188 shares

    1.56% of the 13F portfolio, value $17,042,875.

    13F-HR 0001951757-25-000134 filed by Fusion Family Wealth, 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 28,763 shares
    Change vs previous 13F not available

    1.53% of the 13F portfolio, value $16,591,074.

    13F-HR 0001951757-24-001061 filed by Fusion Family Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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