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JHP Wealth Management, LLC: IVV position timeline

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

JHP Wealth Management, LLC held 45,091 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 45,091 shares
    Change vs previous 13F +191 shares

    27.66% of the 13F portfolio, value $33,768,343.

    13F-HR 0002110669-26-000003 filed by JHP 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 44,900 shares
    Change vs previous 13F +367 shares

    28.04% of the 13F portfolio, value $29,329,011.

    13F-HR 0002110669-26-000002 filed by JHP 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 44,533 shares
    Change vs previous 13F not available

    29.54% of the 13F portfolio, value $30,502,223.

    13F-HR 0002110669-26-000001 filed by JHP Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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