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Disclosery

Gray Private Wealth, LLC: IVV position timeline

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

Gray Private Wealth, LLC held 139,376 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 139,376 shares
    Change vs previous 13F +3,411 shares

    45.11% of the 13F portfolio, value $104,377,465.

    13F-HR 0001928877-26-000007 filed by Gray Private Wealth, 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 135,965 shares
    Change vs previous 13F -865 shares

    44.67% of the 13F portfolio, value $88,813,555.

    13F-HR 0001928877-26-000005 filed by Gray Private Wealth, 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 136,830 shares
    Change vs previous 13F +2,552 shares

    45.77% of the 13F portfolio, value $93,720,108.

    13F-HR 0001928877-26-000002 filed by Gray Private Wealth, 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 134,278 shares
    Change vs previous 13F -293 shares

    45.33% of the 13F portfolio, value $89,872,129.

    13F-HR 0001928877-25-000010 filed by Gray Private Wealth, 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 134,571 shares
    Change vs previous 13F +636 shares

    44.93% of the 13F portfolio, value $83,555,066.

    13F-HR 0001928877-25-000007 filed by Gray Private Wealth, 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 133,935 shares
    Change vs previous 13F +7,355 shares

    45.3% of the 13F portfolio, value $75,258,039.

    13F-HR 0001928877-25-000005 filed by Gray Private Wealth, 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 126,580 shares
    Change vs previous 13F -1,920 shares

    44.4% of the 13F portfolio, value $74,515,393.

    13F-HR 0001928877-25-000002 filed by Gray Private Wealth, 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 128,500 shares
    Change vs previous 13F not available

    44.3% of the 13F portfolio, value $74,121,142.

    13F-HR 0001928877-24-000009 filed by Gray Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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