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MIDLAND WEALTH ADVISORS, LLC: IVV position timeline

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

MIDLAND WEALTH ADVISORS, LLC held 554,879 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 554,879 shares
    Change vs previous 13F +6,850 shares

    19.53% of the 13F portfolio, value $415,542,985.

    13F-HR 0001951757-26-001047 filed by MIDLAND WEALTH ADVISORS, 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 548,029 shares
    Change vs previous 13F +45,925 shares

    18.45% of the 13F portfolio, value $357,978,023.

    13F-HR 0001951757-26-000794 filed by MIDLAND WEALTH ADVISORS, 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 502,104 shares
    Change vs previous 13F +33,093 shares

    17.9% of the 13F portfolio, value $343,911,114.

    13F-HR 0001951757-26-000299 filed by MIDLAND WEALTH ADVISORS, 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 469,011 shares
    Change vs previous 13F +106,085 shares

    16.79% of the 13F portfolio, value $313,909,062.

    13F-HR 0001951757-25-001353 filed by MIDLAND WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 362,926 shares
    Change vs previous 13F +8,205 shares

    12.45% of the 13F portfolio, value $225,340,753.

    13F-HR 0001951757-25-001044 filed by MIDLAND WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 354,721 shares
    Change vs previous 13F -10,918 shares

    11.74% of the 13F portfolio, value $199,317,452.

    13F-HR 0001951757-25-000355 filed by MIDLAND WEALTH ADVISORS, LLC
    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 365,639 shares
    Change vs previous 13F +691 shares

    12.95% of the 13F portfolio, value $215,244,155.

    13F-HR 0001951757-25-000207 filed by MIDLAND WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 364,948 shares
    Change vs previous 13F not available

    12.34% of the 13F portfolio, value $210,509,484.

    13F-HR 0001951757-24-001107 filed by MIDLAND WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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