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KDK Private Wealth Management, LLC: IVV position timeline

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

KDK Private Wealth Management, LLC held 9,879 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,879 shares
    Change vs previous 13F -65 shares

    6.14% of the 13F portfolio, value $7,398,279.

    13F-HR 0002085853-26-000993 filed by KDK Private 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 9,944 shares
    Change vs previous 13F -30 shares

    5.9% of the 13F portfolio, value $6,444,730.

    13F-HR 0002085853-26-000536 filed by KDK Private 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/A 9,974 shares
    Change vs previous 13F -131 shares

    5.96% of the 13F portfolio, value $6,832,057.

    13F-HR/A 0002085853-26-000256 filed by KDK Private 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 10,105 shares
    Change vs previous 13F +457 shares

    6.86% of the 13F portfolio, value $6,764,155.

    13F-HR 0002085853-25-000271 filed by KDK Private 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 9,648 shares
    Change vs previous 13F -67 shares

    6.4% of the 13F portfolio, value $5,990,125.

    13F-HR 0001667731-25-001109 filed by KDK Private 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 9,715 shares
    Change vs previous 13F -82 shares

    6.22% of the 13F portfolio, value $5,459,080.

    13F-HR 0001667731-25-000598 filed by KDK Private 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 9,797 shares
    Change vs previous 13F not available

    5.99% of the 13F portfolio, value $5,767,378.

    13F-HR 0001667731-25-000253 filed by KDK Private Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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