Skip to content
Disclosery

Greykasell Wealth Strategies, Inc.: IVV position timeline

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

Greykasell Wealth Strategies, Inc. held 12,002 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,002 shares
    Change vs previous 13F +389 shares

    3.26% of the 13F portfolio, value $8,988,179.

    13F-HR 0002041220-26-000003 filed by Greykasell Wealth Strategies, Inc.
    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 11,613 shares
    Change vs previous 13F -36 shares

    3.06% of the 13F portfolio, value $7,585,792.

    13F-HR 0002041220-26-000002 filed by Greykasell Wealth Strategies, Inc.
    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 11,649 shares
    Change vs previous 13F +1,133 shares

    3.15% of the 13F portfolio, value $7,979,046.

    13F-HR 0002041220-26-000001 filed by Greykasell Wealth Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 10,516 shares
    Change vs previous 13F -1,871 shares

    2.96% of the 13F portfolio, value $7,038,665.

    13F-HR 0002041220-25-000003 filed by Greykasell Wealth Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 12,387 shares
    Change vs previous 13F +355 shares

    3.69% of the 13F portfolio, value $7,690,784.

    13F-HR 0001855205-25-000040 filed by Greykasell Wealth Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 12,032 shares
    Change vs previous 13F +981 shares

    3.61% of the 13F portfolio, value $6,760,964.

    13F-HR 0001855205-25-000029 filed by Greykasell Wealth Strategies, Inc.
    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 11,051 shares
    Change vs previous 13F not available

    3.61% of the 13F portfolio, value $6,505,394.

    13F-HR 0001855205-25-000005 filed by Greykasell Wealth Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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