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Disclosery

Laurel Wealth Planning LLC: IVV position timeline

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

Laurel Wealth Planning LLC held 5,466 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,466 shares
    Change vs previous 13F -794 shares

    1.81% of the 13F portfolio, value $4,093,571.

    13F-HR 0002063364-26-000236 filed by Laurel Wealth Planning 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 6,260 shares
    Change vs previous 13F +190 shares

    2.16% of the 13F portfolio, value $4,089,215.

    13F-HR 0002063364-26-000114 filed by Laurel Wealth Planning 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 6,070 shares
    Change vs previous 13F -1,798 shares

    2.3% of the 13F portfolio, value $4,157,712.

    13F-HR 0002063364-26-000014 filed by Laurel Wealth Planning 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 7,868 shares
    Change vs previous 13F -1,157 shares

    2.79% of the 13F portfolio, value $5,266,176.

    13F-HR 0002063364-25-000232 filed by Laurel Wealth Planning 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 9,025 shares
    Change vs previous 13F +4,256 shares

    3.19% of the 13F portfolio, value $5,603,737.

    13F-HR 0002063364-25-000199 filed by Laurel Wealth Planning 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 4,769 shares
    Change vs previous 13F -5 shares

    1.78% of the 13F portfolio, value $2,679,805.

    13F-HR 0002063364-25-000031 filed by Laurel Wealth Planning 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 4,774 shares
    Change vs previous 13F -305 shares

    1.81% of the 13F portfolio, value $2,810,000.

    13F-HR 0001842010-25-000002 filed by Laurel Wealth Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 5,079 shares
    Change vs previous 13F not available

    1.91% of the 13F portfolio, value $2,930,000.

    13F-HR 0001842010-24-000010 filed by Laurel Wealth Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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