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Disclosery

HEMMING& WEALTH MANAGEMENT, INC.: IVV position timeline

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

HEMMING& WEALTH MANAGEMENT, INC. held 31,260 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 31,260 shares
    Change vs previous 13F -508 shares

    14.25% of the 13F portfolio, value $23,410,671.

    13F-HR 0001951757-26-001100 filed by HEMMING& WEALTH MANAGEMENT, 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 31,768 shares
    Change vs previous 13F +4,540 shares

    14.49% of the 13F portfolio, value $20,751,209.

    13F-HR 0001951757-26-000729 filed by HEMMING& WEALTH MANAGEMENT, 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 27,228 shares
    Change vs previous 13F not available

    12.76% of the 13F portfolio, value $18,649,624.

    13F-HR 0001951757-26-000500 filed by HEMMING& WEALTH MANAGEMENT, INC.
    Filed (acceptance time not in the bulk data set), ingested

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