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Lineweaver Wealth Advisors, LLC: IVV position timeline

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

Lineweaver Wealth Advisors, LLC held 100,377 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 100,377 shares
    Change vs previous 13F +144 shares

    8.94% of the 13F portfolio, value $75,171,449.

    13F-HR 0001797873-26-000005 filed by Lineweaver Wealth Advisors, 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 100,233 shares
    Change vs previous 13F +1,580 shares

    8.83% of the 13F portfolio, value $65,473,008.

    13F-HR 0001797873-26-000002 filed by Lineweaver Wealth Advisors, 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 98,653 shares
    Change vs previous 13F +1,526 shares

    9.21% of the 13F portfolio, value $67,571,723.

    13F-HR 0001797873-26-000001 filed by Lineweaver Wealth Advisors, 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 97,127 shares
    Change vs previous 13F +519 shares

    9.52% of the 13F portfolio, value $65,007,089.

    13F-HR 0001085146-25-005908 filed by Lineweaver Wealth Advisors, 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 96,608 shares
    Change vs previous 13F -16,137 shares

    9.48% of the 13F portfolio, value $59,983,597.

    13F-HR 0001085146-25-003672 filed by Lineweaver Wealth Advisors, 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 112,745 shares
    Change vs previous 13F +2,929 shares

    10.79% of the 13F portfolio, value $63,370,687.

    13F-HR 0001085146-25-002551 filed by Lineweaver Wealth Advisors, 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 109,816 shares
    Change vs previous 13F -5,636 shares

    11.95% of the 13F portfolio, value $64,668,947.

    13F-HR 0001085146-25-000770 filed by Lineweaver Wealth Advisors, 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 115,452 shares
    Change vs previous 13F not available

    12.68% of the 13F portfolio, value $66,610,839.

    13F-HR 0001085146-24-005136 filed by Lineweaver Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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