Skip to content
Disclosery

MEMBERS WEALTH LLC: IVV position timeline

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

MEMBERS WEALTH LLC held 36,972 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 36,972 shares
    Change vs previous 13F +179 shares

    15.18% of the 13F portfolio, value $27,687,783.

    13F-HR 0001951757-26-000963 filed by MEMBERS WEALTH LLC
    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 36,793 shares
    Change vs previous 13F +1,432 shares

    15.71% of the 13F portfolio, value $26,290,635.

    13F-HR 0001951757-26-000720 filed by MEMBERS WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 35,361 shares
    Change vs previous 13F -1,166 shares

    15.41% of the 13F portfolio, value $24,607,381.

    13F-HR 0001951757-26-000321 filed by MEMBERS WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 36,527 shares
    Change vs previous 13F -322 shares

    15.54% of the 13F portfolio, value $24,540,598.

    13F-HR 0001951757-25-001419 filed by MEMBERS WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 36,849 shares
    Change vs previous 13F +6,783 shares

    15.62% of the 13F portfolio, value $20,705,501.

    13F-HR 0001951757-25-000371 filed by MEMBERS WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 30,066 shares
    Change vs previous 13F not available

    13.61% of the 13F portfolio, value $18,226,346.

    13F-HR 0001951757-25-000280 filed by MEMBERS WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

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