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Disclosery

MA Private Wealth: IVV position timeline

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

MA Private Wealth held 16,610 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,610 shares
    Change vs previous 13F -100 shares

    1.85% of the 13F portfolio, value $12,439,356.

    13F-HR 0001765380-26-000229 filed by MA Private Wealth
    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 16,710 shares
    Change vs previous 13F +63 shares

    1.85% of the 13F portfolio, value $10,914,970.

    13F-HR 0001765380-26-000186 filed by MA Private Wealth
    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 16,647 shares
    Change vs previous 13F -1,526 shares

    1.9% of the 13F portfolio, value $11,402,018.

    13F-HR 0001765380-26-000061 filed by MA Private Wealth
    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 18,173 shares
    Change vs previous 13F -223 shares

    2.05% of the 13F portfolio, value $12,163,243.

    13F-HR 0001765380-25-000437 filed by MA Private Wealth
    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 18,396 shares
    Change vs previous 13F -2,045 shares

    2.04% of the 13F portfolio, value $11,422,127.

    13F-HR 0001765380-25-000263 filed by MA Private Wealth
    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 20,441 shares
    Change vs previous 13F -1 shares

    2.16% of the 13F portfolio, value $11,485,843.

    13F-HR 0001765380-25-000158 filed by MA Private Wealth
    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 20,442 shares
    Change vs previous 13F -326 shares

    2.25% of the 13F portfolio, value $12,033,844.

    13F-HR 0001765380-25-000012 filed by MA Private Wealth
    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 20,768 shares
    Change vs previous 13F not available

    2.24% of the 13F portfolio, value $11,979,198.

    13F-HR 0001765380-24-000399 filed by MA Private Wealth
    Filed (acceptance time not in the bulk data set), ingested

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