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GC Wealth Management RIA, LLC: IVV position timeline

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

GC Wealth Management RIA, LLC held 81,012 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 81,012 shares
    Change vs previous 13F +22,076 shares

    3.5% of the 13F portfolio, value $60,669,300.

    13F-HR 0001172661-26-002644 filed by GC Wealth Management RIA, 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 58,936 shares
    Change vs previous 13F +22,564 shares

    1.59% of the 13F portfolio, value $38,497,857.

    13F-HR 0001172661-26-001946 filed by GC Wealth Management RIA, 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 36,372 shares
    Change vs previous 13F +11,475 shares

    0.91% of the 13F portfolio, value $24,912,860.

    13F-HR 0001172661-26-000407 filed by GC Wealth Management RIA, 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 24,897 shares
    Change vs previous 13F +12,829 shares

    0.55% of the 13F portfolio, value $16,663,777.

    13F-HR 0001172661-25-004778 filed by GC Wealth Management RIA, 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 12,068 shares
    Change vs previous 13F +7,434 shares

    0.61% of the 13F portfolio, value $7,493,251.

    13F-HR 0001172661-25-002639 filed by GC Wealth Management RIA, 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 4,634 shares
    Change vs previous 13F +10 shares

    0.48% of the 13F portfolio, value $2,603,689.

    13F-HR 0001172661-25-001674 filed by GC Wealth Management RIA, 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 4,624 shares
    Change vs previous 13F +10 shares

    0.48% of the 13F portfolio, value $2,722,346.

    13F-HR 0001172661-25-000589 filed by GC Wealth Management RIA, 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 4,614 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $2,661,731.

    13F-HR 0001172661-24-004458 filed by GC Wealth Management RIA, LLC
    Filed (acceptance time not in the bulk data set), ingested

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