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Inman Jager Wealth Management, LLC: IVV position timeline

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

Inman Jager Wealth Management, LLC held 25,197 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,197 shares
    Change vs previous 13F +278 shares

    10.04% of the 13F portfolio, value $18,869,904.

    13F-HR 0001951757-26-001160 filed by Inman Jager 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 24,919 shares
    Change vs previous 13F +3,522 shares

    9.51% of the 13F portfolio, value $16,277,375.

    13F-HR 0001951757-26-000715 filed by Inman Jager 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 21,397 shares
    Change vs previous 13F +2,355 shares

    8.97% of the 13F portfolio, value $14,655,661.

    13F-HR 0001951757-26-000302 filed by Inman Jager 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 19,042 shares
    Change vs previous 13F +224 shares

    8.14% of the 13F portfolio, value $12,744,811.

    13F-HR 0001951757-25-001260 filed by Inman Jager 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 18,818 shares
    Change vs previous 13F -483 shares

    7.9% of the 13F portfolio, value $11,684,096.

    13F-HR 0001951757-25-000949 filed by Inman Jager 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 19,301 shares
    Change vs previous 13F -1,206 shares

    8.13% of the 13F portfolio, value $10,845,232.

    13F-HR 0001951757-25-000436 filed by Inman Jager 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 20,507 shares
    Change vs previous 13F not available

    9.41% of the 13F portfolio, value $12,072,061.

    13F-HR 0001951757-25-000139 filed by Inman Jager Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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