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Disclosery

McMill Wealth Management: IVV position timeline

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

McMill Wealth Management held 12,687 IVV shares at 2026-06-30 per its 13F-HR/A filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 12,687 shares
    Change vs previous 13F -488 shares

    2.31% of the 13F portfolio, value $9,501,237.

    13F-HR/A 0002056447-26-000004 filed by McMill Wealth Management
    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 13,175 shares
    Change vs previous 13F +50 shares

    2.29% of the 13F portfolio, value $8,606,645.

    13F-HR 0002056447-26-000002 filed by McMill Wealth Management
    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 13,125 shares
    Change vs previous 13F -146 shares

    2.53% of the 13F portfolio, value $8,990,068.

    13F-HR 0002056447-26-000001 filed by McMill Wealth Management
    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 13,271 shares
    Change vs previous 13F -61 shares

    2.53% of the 13F portfolio, value $8,881,995.

    13F-HR 0002056447-25-000007 filed by McMill Wealth Management
    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 13,332 shares
    Change vs previous 13F -401 shares

    2.73% of the 13F portfolio, value $8,256,678.

    13F-HR 0002056447-25-000005 filed by McMill Wealth Management
    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 13,733 shares
    Change vs previous 13F +4,396 shares

    2.78% of the 13F portfolio, value $7,716,647.

    13F-HR 0002056447-25-000003 filed by McMill Wealth Management
    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 9,337 shares
    Change vs previous 13F not available

    2.23% of the 13F portfolio, value $5,496,385.

    13F-HR 0002056447-25-000001 filed by McMill Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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