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Hurlow Wealth Management Group, Inc.: IVV position timeline

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

Hurlow Wealth Management Group, Inc. held 550 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 550 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $411,890.

    13F-HR 0001747749-26-000007 filed by Hurlow Wealth Management Group, 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 550 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $359,266.

    13F-HR 0001747749-26-000005 filed by Hurlow Wealth Management Group, 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 550 shares
    Change vs previous 13F +198 shares

    0.09% of the 13F portfolio, value $376,717.

    13F-HR 0001747749-26-000002 filed by Hurlow Wealth Management Group, Inc.
    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 352 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $235,594.

    13F-HR 0001747749-25-000009 filed by Hurlow Wealth Management Group, Inc.
    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 352 shares
    Change vs previous 13F +352 shares

    0.06% of the 13F portfolio, value $218,557.

    13F-HR 0001747749-25-000005 filed by Hurlow Wealth Management Group, Inc.
    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 0 shares
    Change vs previous 13F -352 shares

    13F-HR 0001747749-25-000004 filed by Hurlow Wealth Management Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  7. period ended2024-12-31
    13F 352 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $207,215.

    13F-HR 0001747749-25-000003 filed by Hurlow Wealth Management Group, Inc.
    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 352 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $203,041.

    13F-HR 0001085146-24-004691 filed by Hurlow Wealth Management Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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