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McGlone Suttner Wealth Management, Inc.: IVV position timeline

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

McGlone Suttner Wealth Management, Inc. held 3,256 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,256 shares
    Change vs previous 13F -432 shares

    0.29% of the 13F portfolio, value $2,438,391.

    13F-HR 0001964819-26-000003 filed by McGlone Suttner Wealth Management, 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 3,688 shares
    Change vs previous 13F +2 shares

    0.32% of the 13F portfolio, value $2,409,297.

    13F-HR 0001964819-26-000002 filed by McGlone Suttner Wealth Management, 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 3,686 shares
    Change vs previous 13F +188 shares

    0.34% of the 13F portfolio, value $2,524,448.

    13F-HR 0001964819-26-000001 filed by McGlone Suttner Wealth Management, 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 3,498 shares
    Change vs previous 13F +44 shares

    0.33% of the 13F portfolio, value $2,341,076.

    13F-HR 0001964819-25-000007 filed by McGlone Suttner Wealth Management, 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 3,454 shares
    Change vs previous 13F +39 shares

    0.32% of the 13F portfolio, value $2,144,601.

    13F-HR 0001964819-25-000005 filed by McGlone Suttner Wealth Management, 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 3,415 shares
    Change vs previous 13F +494 shares

    0.31% of the 13F portfolio, value $1,918,853.

    13F-HR 0001964819-25-000002 filed by McGlone Suttner Wealth Management, 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 2,921 shares
    Change vs previous 13F +449 shares

    0.29% of the 13F portfolio, value $1,719,823.

    13F-HR 0001964819-25-000001 filed by McGlone Suttner Wealth Management, 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 2,472 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $1,425,710.

    13F-HR 0001964819-24-000004 filed by McGlone Suttner Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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