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Disclosery

FUTURE YOU WEALTH LLC: IVV position timeline

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

FUTURE YOU WEALTH LLC held 92,851 IVV shares at 2025-06-30 per its 13F-HR filed 2025-07-31.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 92,851 shares
    Change vs previous 13F -243 shares

    31.3% of the 13F portfolio, value $57,617,446.

    13F-HR 0001667731-25-001024 filed by FUTURE YOU 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 ended2025-03-31
    13F 93,094 shares
    Change vs previous 13F +10,039 shares

    33.51% of the 13F portfolio, value $52,309,355.

    13F-HR 0001667731-25-000574 filed by FUTURE YOU 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 ended2024-12-31
    13F 83,055 shares
    Change vs previous 13F not available

    34.63% of the 13F portfolio, value $48,892,924.

    13F-HR 0001667731-25-000564 filed by FUTURE YOU WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

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