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Graves Light Lenhart Wealth, Inc.: IVV position timeline

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

Graves Light Lenhart Wealth, Inc. held 9,385 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 9,385 shares
    Change vs previous 13F -114 shares

    0.67% of the 13F portfolio, value $7,187,320.

    13F-HR 0001085146-26-000833 filed by Graves Light Lenhart Wealth, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 9,499 shares
    Change vs previous 13F -97 shares

    0.66% of the 13F portfolio, value $7,113,485.

    13F-HR 0001759803-26-000004 filed by Graves Light Lenhart Wealth, Inc.
    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 9,596 shares
    Change vs previous 13F -59 shares

    0.65% of the 13F portfolio, value $6,267,975.

    13F-HR 0001759803-26-000003 filed by Graves Light Lenhart Wealth, Inc.
    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 9,655 shares
    Change vs previous 13F -15 shares

    0.7% of the 13F portfolio, value $6,613,217.

    13F-HR 0001759803-26-000001 filed by Graves Light Lenhart Wealth, Inc.
    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 9,670 shares
    Change vs previous 13F -1,374 shares

    0.72% of the 13F portfolio, value $6,471,961.

    13F-HR 0001085146-25-005814 filed by Graves Light Lenhart Wealth, Inc.
    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 11,044 shares
    Change vs previous 13F -18 shares

    0.82% of the 13F portfolio, value $6,857,220.

    13F-HR 0001085146-25-003685 filed by Graves Light Lenhart Wealth, Inc.
    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 11,062 shares
    Change vs previous 13F -11 shares

    0.76% of the 13F portfolio, value $6,215,738.

    13F-HR 0001085146-25-001967 filed by Graves Light Lenhart Wealth, Inc.
    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 11,073 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $6,518,454.

    13F-HR 0001085146-25-000149 filed by Graves Light Lenhart Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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