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McNaughton Wealth Management, LLC: IVV position timeline

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

McNaughton Wealth Management, LLC held 6,933 IVV shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 6,933 shares
    Change vs previous 13F -24 shares

    1.86% of the 13F portfolio, value $5,309,948.

    13F-HR 0001085146-26-000835 filed by McNaughton Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 6,957 shares
    Change vs previous 13F -10 shares

    1.85% of the 13F portfolio, value $5,209,956.

    13F-HR 0001802691-26-000004 filed by McNaughton 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 ended2026-03-31
    13F 6,967 shares
    Change vs previous 13F -51 shares

    1.88% of the 13F portfolio, value $4,550,668.

    13F-HR 0001802691-26-000002 filed by McNaughton 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 ended2025-12-31
    13F 7,018 shares
    Change vs previous 13F +81 shares

    1.98% of the 13F portfolio, value $4,806,797.

    13F-HR 0001802691-26-000001 filed by McNaughton 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 ended2025-09-30
    13F 6,937 shares
    Change vs previous 13F +1 shares

    1.96% of the 13F portfolio, value $4,642,911.

    13F-HR 0001085146-25-005827 filed by McNaughton 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 ended2025-06-30
    13F 6,936 shares
    Change vs previous 13F -237 shares

    1.92% of the 13F portfolio, value $4,306,347.

    13F-HR 0001085146-25-004023 filed by McNaughton 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 ended2025-03-31
    13F 7,173 shares
    Change vs previous 13F -16,743 shares

    1.96% of the 13F portfolio, value $4,030,722.

    13F-HR 0001085146-25-001950 filed by McNaughton 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 ended2024-12-31
    13F 23,916 shares
    Change vs previous 13F not available

    6.79% of the 13F portfolio, value $14,078,620.

    13F-HR 0001085146-25-000158 filed by McNaughton Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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