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Ledgewood Wealth Advisors, LLC: IVOO position timeline

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

Ledgewood Wealth Advisors, LLC held 1,648 IVOO shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 1,648 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $200,660.

    13F-HR 0001085146-26-000845 filed by Ledgewood Wealth Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,648 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $214,899.

    13F-HR 0002064043-26-000003 filed by Ledgewood Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec ยง4.2).