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Lake Hills Wealth Management, LLC: IVV position timeline

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

Lake Hills Wealth Management, LLC held 1,520 IVV shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 1,520 shares
    Change vs previous 13F 0 shares

    0.53% of the 13F portfolio, value $1,164,092.

    13F-HR 0001214659-26-012617 filed by Lake Hills Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,520 shares
    Change vs previous 13F 0 shares

    0.52% of the 13F portfolio, value $1,138,313.

    13F-HR 0001214659-26-008272 filed by Lake Hills 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 ended2026-03-31
    13F 1,520 shares
    Change vs previous 13F 0 shares

    0.56% of the 13F portfolio, value $992,879.

    13F-HR 0001214659-26-004538 filed by Lake Hills 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 ended2025-12-31
    13F 1,520 shares
    Change vs previous 13F 0 shares

    0.54% of the 13F portfolio, value $1,041,109.

    13F-HR 0001214659-26-000220 filed by Lake Hills 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 ended2025-09-30
    13F 1,520 shares
    Change vs previous 13F 0 shares

    0.54% of the 13F portfolio, value $1,017,336.

    13F-HR 0001214659-25-014903 filed by Lake Hills 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 ended2025-06-30
    13F 1,520 shares
    Change vs previous 13F 0 shares

    0.54% of the 13F portfolio, value $943,768.

    13F-HR 0001214659-25-010197 filed by Lake Hills 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 ended2025-03-31
    13F 1,520 shares
    Change vs previous 13F -797 shares

    0.59% of the 13F portfolio, value $854,088.

    13F-HR 0001214659-25-005776 filed by Lake Hills Wealth Management, LLC
    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 2,317 shares
    Change vs previous 13F not available

    0.93% of the 13F portfolio, value $1,363,972.

    13F-HR 0001214659-25-000884 filed by Lake Hills Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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