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HRC WEALTH MANAGEMENT, LLC: IVV position timeline

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

HRC WEALTH MANAGEMENT, LLC held 1,279 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,279 shares
    Change vs previous 13F +4 shares

    0.39% of the 13F portfolio, value $957,644.

    13F-HR 0001172661-26-002576 filed by HRC 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 1,275 shares
    Change vs previous 13F +45 shares

    0.39% of the 13F portfolio, value $833,074.

    13F-HR 0001172661-26-001695 filed by HRC 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 1,230 shares
    Change vs previous 13F +4 shares

    0.4% of the 13F portfolio, value $842,483.

    13F-HR 0001172661-26-000243 filed by HRC 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 1,226 shares
    Change vs previous 13F +68 shares

    0.4% of the 13F portfolio, value $820,347.

    13F-HR 0001172661-25-004294 filed by HRC 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 1,158 shares
    Change vs previous 13F +4 shares

    0.38% of the 13F portfolio, value $719,013.

    13F-HR 0001172661-25-002668 filed by HRC 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 1,154 shares
    Change vs previous 13F +237 shares

    0.4% of the 13F portfolio, value $648,668.

    13F-HR 0001172661-25-001722 filed by HRC 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 917 shares
    Change vs previous 13F +345 shares

    0.32% of the 13F portfolio, value $539,746.

    13F-HR 0001172661-25-000686 filed by HRC 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 572 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $329,687.

    13F-HR 0001172661-24-004563 filed by HRC WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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