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GeoWealth Management, LLC: IVV position timeline

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

GeoWealth Management, LLC held 15,805 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,805 shares
    Change vs previous 13F +1,961 shares

    0.37% of the 13F portfolio, value $11,836,168.

    13F-HR 0001593387-26-000006 filed by GeoWealth 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 13,844 shares
    Change vs previous 13F -1,403 shares

    0.33% of the 13F portfolio, value $9,043,408.

    13F-HR 0001593387-26-000004 filed by GeoWealth 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 15,247 shares
    Change vs previous 13F -4,091 shares

    0.39% of the 13F portfolio, value $10,446,286.

    13F-HR 0001593387-26-000002 filed by GeoWealth 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 19,338 shares
    Change vs previous 13F +4,169 shares

    0.47% of the 13F portfolio, value $12,945,443.

    13F-HR 0001593387-25-000007 filed by GeoWealth 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 15,169 shares
    Change vs previous 13F -2,521 shares

    0.37% of the 13F portfolio, value $9,418,701.

    13F-HR 0001593387-25-000006 filed by GeoWealth 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 17,690 shares
    Change vs previous 13F +79 shares

    0.4% of the 13F portfolio, value $9,940,271.

    13F-HR 0001593387-25-000004 filed by GeoWealth 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 17,611 shares
    Change vs previous 13F +3,939 shares

    0.34% of the 13F portfolio, value $10,367,086.

    13F-HR 0001593387-25-000002 filed by GeoWealth 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 13,672 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $7,885,900.

    13F-HR 0001593387-24-000007 filed by GeoWealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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