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Disclosery

King Wealth Management Group: IVV position timeline

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

King Wealth Management Group held 175,250 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 175,250 shares
    Change vs previous 13F +3,281 shares

    14.35% of the 13F portfolio, value $131,243,000.

    13F-HR 0001568235-26-000008 filed by King Wealth Management Group
    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 171,969 shares
    Change vs previous 13F +1,125 shares

    14.05% of the 13F portfolio, value $112,332,000.

    13F-HR 0001568235-26-000005 filed by King Wealth Management Group
    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 170,844 shares
    Change vs previous 13F +2,270 shares

    14.1% of the 13F portfolio, value $117,018,000.

    13F-HR 0001568235-26-000003 filed by King Wealth Management Group
    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 168,574 shares
    Change vs previous 13F +5,128 shares

    14.18% of the 13F portfolio, value $112,827,000.

    13F-HR 0001568235-25-000013 filed by King Wealth Management Group
    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 163,446 shares
    Change vs previous 13F +4,329 shares

    13.77% of the 13F portfolio, value $101,483,000.

    13F-HR 0001568235-25-000011 filed by King Wealth Management Group
    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 159,117 shares
    Change vs previous 13F +1,962 shares

    13.55% of the 13F portfolio, value $89,408,000.

    13F-HR 0001568235-25-000006 filed by King Wealth Management Group
    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 157,155 shares
    Change vs previous 13F +8,150 shares

    13.5% of the 13F portfolio, value $92,514,000.

    13F-HR 0001568235-25-000004 filed by King Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 149,005 shares
    Change vs previous 13F not available

    13.39% of the 13F portfolio, value $85,949,000.

    13F-HR 0001568235-24-000012 filed by King Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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