Greenhouse Wealth Management, LLC: IVV position timeline

Greenhouse Wealth Management, LLC held 22,130 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 22,130 shares

   Change vs previous 13F -72 shares

   11.65% of the 13F portfolio, value $16,573,295.

   13F-HR 0001951757-26-001111 filed by Greenhouse Wealth Management, LLC
   Filed 2026-08-06 (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).

2. period ended2026-03-31

   13F 22,202 shares

   Change vs previous 13F -112 shares

   8.97% of the 13F portfolio, value $14,502,321.

   13F-HR 0001951757-26-000710 filed by Greenhouse Wealth Management, LLC
   Filed 2026-04-23 (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).

3. period ended2025-12-31

   13F 22,314 shares

   Change vs previous 13F +34 shares

   9.04% of the 13F portfolio, value $15,283,501.

   13F-HR 0001951757-26-000266 filed by Greenhouse Wealth Management, LLC
   Filed 2026-01-21 (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).

4. period ended2025-09-30

   13F 22,280 shares

   Change vs previous 13F -280 shares

   8.96% of the 13F portfolio, value $14,912,012.

   13F-HR 0001951757-25-001212 filed by Greenhouse Wealth Management, LLC
   Filed 2025-10-28 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 22,560 shares

   Change vs previous 13F +3,241 shares

   9.02% of the 13F portfolio, value $14,007,311.

   13F-HR 0001951757-25-000883 filed by Greenhouse Wealth Management, LLC
   Filed 2025-07-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 19,319 shares

   Change vs previous 13F +212 shares

   8.11% of the 13F portfolio, value $10,855,178.

   13F-HR 0001951757-25-000379 filed by Greenhouse Wealth Management, LLC
   Filed 2025-04-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 19,107 shares

   Change vs previous 13F +46 shares

   7.44% of the 13F portfolio, value $11,248,153.

   13F-HR 0001951757-25-000027 filed by Greenhouse Wealth Management, LLC
   Filed 2025-01-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 19,061 shares

   Change vs previous 13F not available

   7.41% of the 13F portfolio, value $10,995,017.

   13F-HR 0001951757-24-000991 filed by Greenhouse Wealth Management, LLC
   Filed 2024-10-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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