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FWL INVESTMENT MANAGEMENT, LLC: IVV position timeline

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

FWL INVESTMENT MANAGEMENT, LLC held 1,568 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,568 shares
    Change vs previous 13F -31 shares

    0.22% of the 13F portfolio, value $1,174,388.

    13F-HR 0001999371-26-017927 filed by FWL INVESTMENT MANAGEMENT, 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 1,599 shares
    Change vs previous 13F +96 shares

    0.23% of the 13F portfolio, value $1,044,595.

    13F-HR 0001999371-26-010798 filed by FWL INVESTMENT MANAGEMENT, 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 1,503 shares
    Change vs previous 13F -2 shares

    0.25% of the 13F portfolio, value $1,029,583.

    13F-HR 0001999371-26-003378 filed by FWL INVESTMENT MANAGEMENT, 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 1,505 shares
    Change vs previous 13F -493 shares

    0.26% of the 13F portfolio, value $1,007,412.

    13F-HR 0001999371-25-018008 filed by FWL INVESTMENT MANAGEMENT, 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 1,998 shares
    Change vs previous 13F -292 shares

    0.38% of the 13F portfolio, value $1,240,665.

    13F-HR 0001999371-25-011318 filed by FWL INVESTMENT MANAGEMENT, 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 2,290 shares
    Change vs previous 13F -504 shares

    0.48% of the 13F portfolio, value $1,286,848.

    13F-HR 0001999371-25-006122 filed by FWL INVESTMENT MANAGEMENT, 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 2,794 shares
    Change vs previous 13F -324 shares

    0.6% of the 13F portfolio, value $1,644,873.

    13F-HR 0001839882-25-009026 filed by FWL INVESTMENT MANAGEMENT, 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 3,118 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $1,798,624.

    13F-HR 0001999371-24-014690 filed by FWL INVESTMENT MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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