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Infinity Wealth Counsel, LLC: IVV position timeline

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

Infinity Wealth Counsel, LLC held 7,486 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,486 shares
    Change vs previous 13F +73 shares

    4.53% of the 13F portfolio, value $5,606,003.

    13F-HR 0001172661-26-002532 filed by Infinity Wealth Counsel, 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 7,413 shares
    Change vs previous 13F +38 shares

    4.45% of the 13F portfolio, value $4,842,082.

    13F-HR 0001172661-26-001412 filed by Infinity Wealth Counsel, 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 7,375 shares
    Change vs previous 13F -407 shares

    4.6% of the 13F portfolio, value $5,051,508.

    13F-HR 0001172661-26-000195 filed by Infinity Wealth Counsel, 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 7,782 shares
    Change vs previous 13F +17 shares

    5.06% of the 13F portfolio, value $5,208,566.

    13F-HR 0001172661-25-004179 filed by Infinity Wealth Counsel, 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 7,765 shares
    Change vs previous 13F -16 shares

    4.87% of the 13F portfolio, value $4,821,357.

    13F-HR 0001172661-25-002573 filed by Infinity Wealth Counsel, 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 7,781 shares
    Change vs previous 13F -78 shares

    4.72% of the 13F portfolio, value $4,372,206.

    13F-HR 0001172661-25-001719 filed by Infinity Wealth Counsel, 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 7,859 shares
    Change vs previous 13F not available

    4.94% of the 13F portfolio, value $4,626,206.

    13F-HR 0001172661-25-001718 filed by Infinity Wealth Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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