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KMT WEALTH MANAGEMENT, LLC: IVV position timeline

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

KMT WEALTH MANAGEMENT, LLC held 276 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 276 shares
    Change vs previous 13F -99,831 shares

    0.17% of the 13F portfolio, value $206,725.

    13F-HR 0001104659-26-091013 filed by KMT 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 100,107 shares
    Change vs previous 13F +25 shares

    35.53% of the 13F portfolio, value $65,390,893.

    13F-HR 0001104659-26-059198 filed by KMT 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 100,082 shares
    Change vs previous 13F -2,701 shares

    36.69% of the 13F portfolio, value $68,550,165.

    13F-HR 0001104659-26-010767 filed by KMT 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 102,783 shares
    Change vs previous 13F +182 shares

    37.05% of the 13F portfolio, value $68,792,662.

    13F-HR 0001104659-25-114459 filed by KMT 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 102,601 shares
    Change vs previous 13F +7,357 shares

    37.6% of the 13F portfolio, value $63,704,961.

    13F-HR 0001104659-25-078441 filed by KMT 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 95,244 shares
    Change vs previous 13F -382 shares

    36.68% of the 13F portfolio, value $53,517,604.

    13F-HR 0001104659-25-049184 filed by KMT 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 95,626 shares
    Change vs previous 13F not available

    45.14% of the 13F portfolio, value $56,293,114.

    13F-HR 0001104659-25-018014 filed by KMT WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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