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Kaydan Wealth Management, Inc.: IVV position timeline

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

Kaydan Wealth Management, Inc. held 5,951 IVV shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 5,951 shares
    Change vs previous 13F -572 shares

    1.56% of the 13F portfolio, value $4,557,708.

    13F-HR 0001172661-26-004434 filed by Kaydan Wealth Management, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 6,523 shares
    Change vs previous 13F +140 shares

    1.49% of the 13F portfolio, value $4,885,031.

    13F-HR 0001172661-26-002790 filed by Kaydan Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 6,383 shares
    Change vs previous 13F +159 shares

    1.39% of the 13F portfolio, value $4,169,370.

    13F-HR 0001172661-26-001566 filed by Kaydan Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 6,224 shares
    Change vs previous 13F +81 shares

    1.23% of the 13F portfolio, value $4,262,899.

    13F-HR 0001172661-26-000120 filed by Kaydan Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 6,143 shares
    Change vs previous 13F +256 shares

    1.17% of the 13F portfolio, value $4,111,895.

    13F-HR 0001172661-25-004310 filed by Kaydan Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 5,887 shares
    Change vs previous 13F +986 shares

    1.2% of the 13F portfolio, value $3,655,505.

    13F-HR 0001172661-25-002564 filed by Kaydan Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 4,901 shares
    Change vs previous 13F +470 shares

    0.88% of the 13F portfolio, value $2,754,029.

    13F-HR 0001172661-25-001508 filed by Kaydan Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 4,431 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $2,608,556.

    13F-HR 0001172661-25-000205 filed by Kaydan Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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