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HighRoad Wealth Advisors, LLC: IVV position timeline

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

HighRoad Wealth Advisors, LLC held 12,450 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,450 shares
    Change vs previous 13F -203 shares

    7.86% of the 13F portfolio, value $9,323,906.

    13F-HR 0002079807-26-000003 filed by HighRoad Wealth Advisors, 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 12,653 shares
    Change vs previous 13F -177 shares

    8.07% of the 13F portfolio, value $8,265,206.

    13F-HR 0002079807-26-000002 filed by HighRoad Wealth Advisors, 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 12,830 shares
    Change vs previous 13F not available

    8.39% of the 13F portfolio, value $8,787,706.

    13F-HR 0002079807-26-000001 filed by HighRoad Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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