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Litman Gregory Wealth Management LLC: IVV position timeline

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

Litman Gregory Wealth Management LLC held 220,538 IVV shares at 2025-12-31 per its 13F-HR filed 2026-02-12.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 220,538 shares
    Change vs previous 13F -6,542 shares

    11.06% of the 13F portfolio, value $151,055,081.

    13F-HR 0001214659-26-001595 filed by Litman Gregory Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-09-30
    13F 227,080 shares
    Change vs previous 13F -1,442 shares

    11.31% of the 13F portfolio, value $151,984,924.

    13F-HR 0001214659-25-014997 filed by Litman Gregory Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 228,522 shares
    Change vs previous 13F +3,819 shares

    11.16% of the 13F portfolio, value $141,889,029.

    13F-HR 0001214659-25-010805 filed by Litman Gregory Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 224,703 shares
    Change vs previous 13F -3,032 shares

    10.83% of the 13F portfolio, value $126,260,563.

    13F-HR 0001214659-25-006850 filed by Litman Gregory Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 227,735 shares
    Change vs previous 13F +436 shares

    11.62% of the 13F portfolio, value $134,063,188.

    13F-HR 0001214659-25-001263 filed by Litman Gregory Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 227,299 shares
    Change vs previous 13F -957 shares

    10.96% of the 13F portfolio, value $131,110,728.

    13F-HR 0001214659-24-017769 filed by Litman Gregory Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-06-30
    13F 228,256 shares
    Change vs previous 13F +4,169 shares

    11.08% of the 13F portfolio, value $124,908,284.

    13F-HR 0001214659-24-013144 filed by Litman Gregory Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-03-31
    13F 224,087 shares
    Change vs previous 13F not available

    10.68% of the 13F portfolio, value $117,809,344.

    13F-HR 0001214659-24-008242 filed by Litman Gregory Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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