Graetz Wealth LLC: IVV position timeline

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

Graetz Wealth LLC held 3,595 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

period ended2026-06-30
13F 3,595 shares
Change vs previous 13F +9 shares
2.15% of the 13F portfolio, value $2,692,582.
13F-HR 0002053877-26-000003 filed by Graetz Wealth LLC
Filed 2026-08-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 3,586 shares
Change vs previous 13F +10 shares
2.09% of the 13F portfolio, value $2,342,279.
13F-HR 0002053877-26-000002 filed by Graetz Wealth LLC
Filed 2026-04-30 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 3,576 shares
Change vs previous 13F not available
2.23% of the 13F portfolio, value $2,449,450.
13F-HR 0002053877-26-000001 filed by Graetz Wealth LLC
Filed 2026-02-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).