Skip to content
Disclosery

Linscomb Wealth, Inc.: IVV position timeline

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

Linscomb Wealth, Inc. held 280,720 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 280,720 shares
    Change vs previous 13F -5,464 shares

    9.11% of the 13F portfolio, value $210,228,448.

    13F-HR 0001172661-26-003004 filed by Linscomb Wealth, Inc.
    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 286,184 shares
    Change vs previous 13F -21,997 shares

    8.32% of the 13F portfolio, value $186,938,095.

    13F-HR 0001172661-26-001653 filed by Linscomb Wealth, Inc.
    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 308,181 shares
    Change vs previous 13F -2,199 shares

    8.86% of the 13F portfolio, value $211,085,468.

    13F-HR 0001172661-26-000549 filed by Linscomb Wealth, Inc.
    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 310,380 shares
    Change vs previous 13F -4,360 shares

    8.95% of the 13F portfolio, value $207,737,204.

    13F-HR 0001172661-25-004582 filed by Linscomb Wealth, Inc.
    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 314,740 shares
    Change vs previous 13F +298 shares

    8.98% of the 13F portfolio, value $195,421,982.

    13F-HR 0001172661-25-002865 filed by Linscomb Wealth, Inc.
    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 314,442 shares
    Change vs previous 13F -8,045 shares

    8.8% of the 13F portfolio, value $176,684,752.

    13F-HR 0001172661-25-001697 filed by Linscomb Wealth, Inc.
    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 322,487 shares
    Change vs previous 13F -359 shares

    9.45% of the 13F portfolio, value $189,841,474.

    13F-HR 0001172661-25-000505 filed by Linscomb Wealth, Inc.
    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 322,846 shares
    Change vs previous 13F not available

    9.23% of the 13F portfolio, value $186,224,200.

    13F-HR 0001172661-24-004484 filed by Linscomb Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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