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Disclosery

GK Wealth Management LLC: IVV position timeline

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

GK Wealth Management LLC held 1,120 IVV shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 1,120 shares
    Change vs previous 13F -359 shares

    0.48% of the 13F portfolio, value $858,280.

    13F-HR 0002069222-26-000005 filed by GK Wealth Management LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,479 shares
    Change vs previous 13F -23,012 shares

    0.67% of the 13F portfolio, value $1,107,746.

    13F-HR 0002069222-26-000003 filed by GK Wealth 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 ended2026-03-31
    13F 24,491 shares
    Change vs previous 13F +23,276 shares

    13.53% of the 13F portfolio, value $15,549,942.

    13F-HR 0002069222-26-000002 filed by GK Wealth 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 ended2025-12-31
    13F 1,215 shares
    Change vs previous 13F +155 shares

    0.61% of the 13F portfolio, value $832,271.

    13F-HR 0002069222-26-000001 filed by GK Wealth 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 ended2025-09-30
    13F 1,060 shares
    Change vs previous 13F +2 shares

    0.53% of the 13F portfolio, value $709,812.

    13F-HR 0002069222-25-000001 filed by GK Wealth 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 ended2025-06-30
    13F 1,058 shares
    Change vs previous 13F -125 shares

    0.65% of the 13F portfolio, value $657,136.

    13F-HR 0001754960-25-000328 filed by GK Wealth 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 ended2025-03-31
    13F/A 1,183 shares
    Change vs previous 13F +18 shares

    0.83% of the 13F portfolio, value $664,505.

    13F-HR/A 0001754960-25-000327 filed by GK Wealth 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 ended2024-12-31
    13F 1,165 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $685,648.

    13F-HR 0001754960-25-000309 filed by GK Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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