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GRIMES & Co WEALTH MANAGEMENT, LLC: IVV position timeline

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

GRIMES & Co WEALTH MANAGEMENT, LLC held 258,792 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 258,792 shares
    Change vs previous 13F +15,396 shares

    4.19% of the 13F portfolio, value $193,806,987.

    13F-HR 0001321993-26-000005 filed by GRIMES & Co WEALTH MANAGEMENT, 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 243,396 shares
    Change vs previous 13F -13,558 shares

    4.4% of the 13F portfolio, value $158,988,741.

    13F-HR 0001321993-26-000004 filed by GRIMES & Co WEALTH MANAGEMENT, 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 256,954 shares
    Change vs previous 13F +1,805 shares

    4.21% of the 13F portfolio, value $175,998,102.

    13F-HR 0001321993-26-000003 filed by GRIMES & Co WEALTH MANAGEMENT, 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 255,149 shares
    Change vs previous 13F +8,633 shares

    4.22% of the 13F portfolio, value $170,770,967.

    13F-HR 0001321993-25-000009 filed by GRIMES & Co WEALTH MANAGEMENT, 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 246,516 shares
    Change vs previous 13F +24,586 shares

    4.17% of the 13F portfolio, value $153,061,646.

    13F-HR 0001321993-25-000008 filed by GRIMES & Co WEALTH MANAGEMENT, 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 221,930 shares
    Change vs previous 13F -18,446 shares

    3.85% of the 13F portfolio, value $124,702,384.

    13F-HR 0001321993-25-000004 filed by GRIMES & Co WEALTH MANAGEMENT, 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 240,376 shares
    Change vs previous 13F +1,318 shares

    4.08% of the 13F portfolio, value $141,504,686.

    13F-HR 0001321993-25-000002 filed by GRIMES & Co WEALTH MANAGEMENT, 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 239,058 shares
    Change vs previous 13F not available

    3.73% of the 13F portfolio, value $137,893,569.

    13F-HR 0001321993-24-000007 filed by GRIMES & Co WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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