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Lee, Kelleher & Klein Wealth Management: IVV position timeline

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

Lee, Kelleher & Klein Wealth Management held 50,890 IVV shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 50,890 shares
    Change vs previous 13F +1,590 shares

    20.05% of the 13F portfolio, value $38,973,982.

    13F-HR 0002063827-26-000005 filed by Lee, Kelleher & Klein Wealth Management
    Accepted , ingested

  2. period ended2026-06-30
    13F 49,300 shares
    Change vs previous 13F +559 shares

    19.31% of the 13F portfolio, value $36,920,277.

    13F-HR 0002063827-26-000004 filed by Lee, Kelleher & Klein Wealth Management
    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 48,741 shares
    Change vs previous 13F +707 shares

    18.94% of the 13F portfolio, value $31,838,109.

    13F-HR 0002063827-26-000002 filed by Lee, Kelleher & Klein Wealth Management
    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 48,034 shares
    Change vs previous 13F +1,273 shares

    19.63% of the 13F portfolio, value $32,900,408.

    13F-HR 0002063827-26-000001 filed by Lee, Kelleher & Klein Wealth Management
    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 46,761 shares
    Change vs previous 13F +1,188 shares

    19.28% of the 13F portfolio, value $31,297,137.

    13F-HR 0002063827-25-000004 filed by Lee, Kelleher & Klein Wealth Management
    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 45,573 shares
    Change vs previous 13F +2,411 shares

    18.8% of the 13F portfolio, value $28,296,276.

    13F-HR 0002063827-25-000003 filed by Lee, Kelleher & Klein Wealth Management
    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 43,162 shares
    Change vs previous 13F +961 shares

    17.84% of the 13F portfolio, value $24,252,728.

    13F-HR 0002063827-25-000002 filed by Lee, Kelleher & Klein Wealth Management
    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 42,201 shares
    Change vs previous 13F not available

    17.69% of the 13F portfolio, value $24,842,885.

    13F-HR 0001085146-25-002176 filed by Lee, Kelleher & Klein Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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