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HOWARD WEALTH MANAGEMENT, LLC: IVV position timeline

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

HOWARD WEALTH MANAGEMENT, LLC held 6,672 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 6,672 shares
    Change vs previous 13F -141 shares

    1.85% of the 13F portfolio, value $4,996,991.

    13F-HR 0001172661-26-002706 filed by HOWARD 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 6,813 shares
    Change vs previous 13F +702 shares

    1.87% of the 13F portfolio, value $4,450,849.

    13F-HR 0001172661-26-001654 filed by HOWARD 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 6,111 shares
    Change vs previous 13F +1,230 shares

    1.83% of the 13F portfolio, value $4,186,247.

    13F-HR 0001172661-26-000394 filed by HOWARD 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 4,881 shares
    Change vs previous 13F +25 shares

    1.5% of the 13F portfolio, value $3,267,049.

    13F-HR 0001172661-25-004531 filed by HOWARD 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 4,856 shares
    Change vs previous 13F -136 shares

    1.52% of the 13F portfolio, value $3,014,849.

    13F-HR 0001172661-25-003008 filed by HOWARD 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 4,992 shares
    Change vs previous 13F -195 shares

    1.56% of the 13F portfolio, value $2,805,319.

    13F-HR 0001172661-25-001746 filed by HOWARD 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 5,187 shares
    Change vs previous 13F -175 shares

    1.65% of the 13F portfolio, value $3,053,644.

    13F-HR 0001172661-25-000423 filed by HOWARD 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 5,362 shares
    Change vs previous 13F not available

    1.8% of the 13F portfolio, value $3,092,767.

    13F-HR 0001172661-24-004522 filed by HOWARD WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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