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Disclosery

HORAN Wealth, LLC: IVV position timeline

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

HORAN Wealth, LLC held 208,416 IVV shares at 2026-06-30 per its 13F-HR/A filed 2026-08-26.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 208,416 shares
    Change vs previous 13F -184,182 shares

    19.51% of the 13F portfolio, value $156,080,970.

    13F-HR/A 0002072569-26-000007 filed by HORAN Wealth, 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 392,598 shares
    Change vs previous 13F +196,291 shares

    25.52% of the 13F portfolio, value $268,561,922.

    13F-HR 0002072569-26-000003 filed by HORAN Wealth, 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 196,307 shares
    Change vs previous 13F +5,108 shares

    20.66% of the 13F portfolio, value $134,458,237.

    13F-HR 0002072569-26-000001 filed by HORAN Wealth, 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 191,199 shares
    Change vs previous 13F +187,704 shares

    20.17% of the 13F portfolio, value $127,969,025.

    13F-HR 0002072569-25-000001 filed by HORAN Wealth, 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 3,495 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $2,169,736.

    13F-HR 0001671623-25-000004 filed by HORAN Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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