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Disclosery

GDS Wealth Management: IVV position timeline

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

GDS Wealth Management held 6,409 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,409 shares
    Change vs previous 13F +133 shares

    0.23% of the 13F portfolio, value $4,799,636.

    13F-HR 0001940869-26-000003 filed by GDS Wealth Management
    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 6,276 shares
    Change vs previous 13F +237 shares

    0.25% of the 13F portfolio, value $4,099,546.

    13F-HR 0001940869-26-000002 filed by GDS Wealth Management
    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 6,039 shares
    Change vs previous 13F -32 shares

    0.26% of the 13F portfolio, value $4,136,353.

    13F-HR 0001940869-26-000001 filed by GDS Wealth Management
    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 6,071 shares
    Change vs previous 13F -153 shares

    0.27% of the 13F portfolio, value $4,063,320.

    13F-HR 0001940869-25-000003 filed by GDS Wealth Management
    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 6,224 shares
    Change vs previous 13F +85 shares

    0.28% of the 13F portfolio, value $3,864,482.

    13F-HR 0001221073-25-000074 filed by GDS Wealth Management
    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 6,139 shares
    Change vs previous 13F -27,608 shares

    0.29% of the 13F portfolio, value $3,449,504.

    13F-HR 0001221073-25-000055 filed by GDS Wealth Management
    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 33,747 shares
    Change vs previous 13F -1,623 shares

    1.81% of the 13F portfolio, value $19,866,184.

    13F-HR 0001221073-25-000013 filed by GDS Wealth Management
    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 35,370 shares
    Change vs previous 13F not available

    1.99% of the 13F portfolio, value $20,402,123.

    13F-HR 0001221073-24-000097 filed by GDS Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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