Skip to content
Disclosery

KWB Wealth: IVV position timeline

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

KWB Wealth held 12,547 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,547 shares
    Change vs previous 13F -1,111 shares

    0.8% of the 13F portfolio, value $9,396,573.

    13F-HR 0001822236-26-000003 filed by KWB Wealth
    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 13,658 shares
    Change vs previous 13F 0 shares

    0.93% of the 13F portfolio, value $9,354,844.

    13F-HR 0001822236-26-000002 filed by KWB Wealth
    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 13,658 shares
    Change vs previous 13F +594 shares

    0.89% of the 13F portfolio, value $9,354,844.

    13F-HR 0001822236-26-000001 filed by KWB Wealth
    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 13,064 shares
    Change vs previous 13F -1,486 shares

    0.9% of the 13F portfolio, value $8,111,674.

    13F-HR 0001085146-25-005834 filed by KWB Wealth
    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 14,550 shares
    Change vs previous 13F -447 shares

    0.99% of the 13F portfolio, value $8,175,720.

    13F-HR 0001085146-25-003922 filed by KWB Wealth
    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 14,997 shares
    Change vs previous 13F -18 shares

    1.07% of the 13F portfolio, value $8,828,366.

    13F-HR 0001085146-25-002033 filed by KWB Wealth
    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 15,015 shares
    Change vs previous 13F -126 shares

    1.07% of the 13F portfolio, value $8,660,719.

    13F-HR 0001085146-25-000175 filed by KWB Wealth
    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 15,141 shares
    Change vs previous 13F not available

    1.08% of the 13F portfolio, value $8,285,768.

    13F-HR 0001085146-24-004658 filed by KWB Wealth
    Filed (acceptance time not in the bulk data set), ingested

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